What to Bring to your appointment (or upload on this website)
A copy of last year’s tax returns. If I prepared your returns last year, I have a copy, but sometimes it is nice to see the paper copy.
- Identification (driver’s license, Social Security card, etc.) for everyone on your tax return (if you are a returning client, this applies to anyone new on your tax return)
- W-2 from each employer that paid you last year
- W-2G gambling winnings
- 1099-INT interest income
- 1099-DIV dividend income
- 1099-B from your broker showing sales of securities
- 1099-G unemployment income
- 1099-R distributions from a retirement account
- SSA-1099 Social Security benefits
- 1099-MISC miscellaneous income
- 1095-A if you had health insurance through the Marketplace (Obamacare)
- 1098-E student loan interest paid last year
- 1098 Mortgage interest statement from each mortgage company you paid last year
- 1098-T tuition and fees statement from each college/university that you or someone on your tax return attended last year
- Charitable contributions, both cash and non-cash
- Daycare expenses. I will need the name, address, tax ID number and amount paid to each daycare provider.
- Medical/dental expenses PAID last year.
- Health insurance premiums paid last year IF the premiums were NOT PRETAX through your employer.
*This list may not include everything that you will need for me to prepare your tax returns.