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CAN WE HELP YOU FILE YOUR TAXES?
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DOCUMENT LIST &
KEY FILING SEASON DATES

Here is a list of documents you might need to complete your taxes.

They may NOT all apply to you.

  • Copy of Driver's License

  • Copy of Federal & State returns for last year

  • W-2 (wages)

  • Form 1099-MISC (side jobs/income, rents, etc.)

  • Form 1099-INT (bank/other interest)

  • Form 1099-R (retirement)

  • Form 1099-DIV (dividends)

  • Form 1099-B (brokerage sales)

  • Form SSA-1099 (social security)

  • Form 1099G (unemployment)

  • Form 1095-A, B, C (health insurance)

  • Form 1098 (mortgage interest)

  • Form 1098 (property taxes)

  • Form 1098-T (education)

  • Child/Dependent care costs

  • Car registration costs

  • Schedules K-1 (Form 1065, 1120-S, 1041)

  • Form 8886 (reportable transactions)

  • Closing Disclosure (real estate sales/purchases)

  • Advance Child Tax Credit payments from the IRS

  • IRS stimulus checks

  • Business: Income/Expenses

  • Rental Properties: Income/Expenses

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