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 

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**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.