Social security cards for you, your spouse, and your dependents (as applicable)
Copy of voided check if direct deposit or direct debit is desired
W2s
Do review your W2s to ensure the name is spelled correctly and the social security number is listed correctly. If not, a new W2 will be required from the employer.
Remember that job that only lasted a couple weeks. Make sure you have the W2 for it also.
If your company changed organization structure or payroll provider, you may have 2 W2s for the same job.
1099s
1099Nec
Self-employment income
1099Misc
Rent, other income
1099Int
Interest income
1099Div
Dividend income
1099R
Retirement income
SSA1099
Social Security income
Itemized deductions
Total amount paid out of pocket for medical expenses
Form 1098 showing mortgage interest paid
Amount paid for property taxes (may be listed on the Form 1098)
Charitable donations amount, both cash and non-cash
Amount paid for last year’s tax preparation
Amounts paid for employee business expenses
Health Insurance information
1095-A
From Health Market Place
1095-B
From Insurance Provider
1095-C
From Employer
Self Employment
Income received
Expenses
Business use of home amounts
Auto expenses (standard mileage or actual expense)
Depreciation schedules
Purchases and sells of assets
This is not a complete list. Other items needed may come up in the interview. The more complete information on hand at the appointment the more likely we can complete the tax return and e-file without requiring a return visit. If you think you might need it, bring it. I’ll be happy to discuss items needed in your specific situations prior to your appointment.
