Documents to Bring for Tax Preparation
Bringing complete and accurate documents helps us prepare your tax return efficiently and ensures your taxes are filed correctly. Please review the checklist below before your appointment.
Personal Identification & Filing Information
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Social Security cards for you, your spouse, and dependents
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Valid government-issued photo ID
(Driver’s license, passport, or state ID) -
Date of birth, marital status, and dependent information
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IRS Identity Protection PIN (if issued)
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Residency or citizenship documents
(Visa, Green Card, ITIN, resident or non-resident alien status) -
Filing status
(Single, Married Filing Jointly, Married Filing Separately, or Head of Household)
Income Documents
You must report all worldwide income, whether taxable or non-taxable.
Employment & Other Income
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W-2 forms from all employers
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W-2c (corrected W-2, if applicable)
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W-2G for gambling winnings
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SSA-1099 for Social Security benefits
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RRB-1099 for railroad retirement benefits
Investment, Retirement & Other Income
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1099-INT / 1099-OID – Interest income
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1099-DIV – Dividends and distributions
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1099-B – Broker and investment sales
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1099-R – Pensions, annuities, IRAs, and retirement accounts
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Schedule K-1 – Partnerships and S corporations
Other 1099 Forms (if applicable)
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1099-A – Foreclosure or abandonment of property
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1099-C – Cancellation of debt
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1099-G – Unemployment income or state tax refunds
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1099-K – Business or rental income from third-party payment networks
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1099-S – Sale of real estate
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1099-SA – HSA or MSA distributions
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1099-Q / 1099-QA – Education or ABLE account distributions
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1099-LTC – Long-term care benefits
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1099-PATR – Patronage dividends
Adjustments, Exclusions & Special Income
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Foreign earned income and exclusions
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Retirement contributions
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Health Savings Account (HSA) contributions
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Alimony paid or received
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Health insurance and self-employment tax information
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Minor children’s unearned income (“Kiddie Tax”)
Deductions & Expense Documentation
Common Deduction Forms
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Form 1098 – Mortgage interest
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Form 1098-C – Charitable vehicle donations
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Form 1098-E – Student loan interest
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Form 1098-T – Tuition and education expenses
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Form 1040-ES – Estimated tax payments
Expense Records (if applicable)
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Medical bills and insurance statements
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Charitable contribution receipts
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IRA contribution records
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Education expenses
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Business expenses (for self-employed individuals):
receipts, invoices, mileage logs, and asset purchases
Credits & Tax Payments
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Child Tax Credit and Credit for Other Dependents
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Child and Dependent Care Credit
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Education credits
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Foreign tax credits
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Records of tax payments and refundable credits
Special Filing Situations
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Self-employment or gig-economy income
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Foreign income or foreign assets
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Foreign bank accounts (FBAR) and Form 8938
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ACA health insurance information
(household income, household size, premium tax credit) -
Disaster-related filings
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Injured spouse or other special elections
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Additional required returns (employment, gift, or international filings)
Prior-Year Tax Return
Please bring a copy of your most recent tax return. This helps:
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Verify carryovers
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Identify prior deductions and credits
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Detect changes or discrepancies from previous years
Important Reminder
Incomplete documents may delay your return or affect accuracy. If you are unsure whether a document applies to you, bring it anyway—we will review it together