📋 What to Bring for Tax Preparation
Please gather any of the following documents that apply to you. If you’re not sure, bring it anyway — we’re here to help!
💼 Income Forms
W-2 – Wages from jobs
1099-NEC – Freelance or self-employed income
1099-MISC – Rental income, prizes, etc.
1099-K – Online platforms (PayPal, Cash App, Uber, DoorDash, etc.)
1099-G – Unemployment benefits
1099-R – Retirement distributions, pensions, annuities
SSA-1099 – Social Security benefits
1099-INT – Bank interest income
1099-DIV – Dividends from investments
1099-B – Sale of stocks or crypto
1099-S – Sale of real estate
Schedule K-1 – Partnerships, estates, or trusts
🧾 Other Income
Alimony received (pre-2019 divorce)
Gambling winnings
Jury duty income
Hobby income
🏠 Deductions & Expenses
Childcare costs – Provider name, SSN/EIN, total paid
Education – 1098-T (tuition), receipts for books/supplies
Student loan interest – 1098-E
Medical bills – If large expenses
Charitable donations – Receipts for donations (cash or items)
Mortgage interest – 1098
Property taxes paid
Business or gig expenses – Mileage log, receipts, etc.
IRA or HSA contributions
Union dues or job expenses (if applicable)
🧒 Dependents Info
Full name, SSN, and date of birth
Childcare provider info if claiming dependent care credit
🧾 Credits & Rebates
Health insurance forms: 1095-A, 1095-B, or 1095-C
Records of advance Child Tax Credit payments
Records of stimulus payments received
🪪 Personal Info
Photo ID (driver’s license or state ID)
Social Security cards (you and dependents)
Previous year’s tax return (optional but helpful)
Bank account & routing number (for refund)
💡 Don’t worry if you’re missing something — we can guide you!
Just bring what you have. If you need help figuring out what applies to you, we’ll sort it out during your appointment or call.