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Office Work

List of possible tax documents needed** for preparation of tax return:


  • Driver’s Licenses (taxpayer and spouse) – Required

  • Copies of social security cards and birth certificates (new clients or dependents only)

  • W-2’s (all copies)

  • W-2G Gambling winnings

  • Voided check (for direct deposit of refund or debit of tax due)

  • 1099-MISC (Rent, royalty, other income)

  • 1099-NEC (Non Employee Compensation) – New for 2022

  • 1099-R Retirement distributions

  • 1099-G Government payments (unemployment, state refunds, etc.)

  • Form 1098 Mortgage interest statement

  • Property tax payments

  • Form 1098-T Tuition statement from college student

  • Form 1099-B Proceeds from Broker (investment)

  • Form 1099-DIV dividends received

  • Form 1099-INT interest received

  • Traditional/Roth contributions/withdrawals

  • Form 1095-A Marketplace Health Insurance

  • Estimated tax payments made from prior year (fed, state and city)

  • Charitable contributions made (detail with receipts)

  • All crypto currency statements if bought or sold


What else do I need to provide?

  • A phone number where you can be reached 

  • Current and former address if you moved in 2023 (please provide date of move)

  • Valid email address for taxpayer AND spouse 

**This is a general list and is not all inclusive as each taxpayer’s situation is different.  You may call our office if you have questions.

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