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What do I need to bring in to complete my taxes?

Updated: Sep 12

Whether you meet with your preparer for an interview or use your drop off or electronic send service, original documents are needed to complete your taxes. Your documents will be scanned to your return and included with a copy of your return when it is complete.

Because each person's tax return looks different, it is best to consult your prior year originals to confirm what documents you need. If you did your taxes with us last year, we have a copy of your return and do not need you to bring one.

If you are a first time client, you will need to bring in a copy of last years return, birthdate for everyone on the return, as well as your drivers licenses or ID.

To find a more extensive list of possible documents, please see below.

Note: For early filers, documents such as W2s are usually sent by the end of January but interest forms, and other financial documents may come as late as March.

  • Any W-2s from all jobs for yourself and your spouse.

  • Any 1099Rs if you took a distribution or if you rolled over any amount during 2020.

  • Stock Sale: Stock sale information if you sold stock Form 1099 B.

  • Investment Income: Bank statements for year to date interest and dividends Form 1099 INT and 1099 DIV.

  • Self Employed (for example, Uber driver, etc.) taxpayers need to provide 1099 MISC information and corresponding expenses.

  • Claiming a child(ren) for Earned Income Credit or Additional Child Tax Credit? Please read about new Due Diligence Reporting Requirements BEFORE coming in for your appointment or dropping off your forms.

  • DAYCARE INFORMATION: Daycare provider statements for any day expenses. Daycare expenses must include a Federal ID number

  • IF YOU OWN A HOME: Mortgage statement for interest paid Form 1098

  • Property tax amount paid. $______________

  • IF YOU RENT: Rent amount $____________ Heat included? Y or N

  • HOMESTEAD FILERS: To file Homestead Credit we will need a Rent Certificate (for renters) or a copy of your current filing year tax bill (for homeowners). Not sure if you qualify for Homestead? Visit our website for more information.

  • PAYING TUITION? Tuition statement for yourself, spouse, or children Form 1098 T

  • STUDENT LOAN INTEREST: Student loan interest for yourself or your spouse Form 1098-E

  • HEALTHCARE.GOV INSURANCE: If you had insurance purchased through the Marketplace at any point during the year, you must provide Form 1095 A for your taxes. Not sure if you have the right form? See our website for more information.

  • NEW CLIENTS ONLY: Prior Year Return (if possible). We want to get to know you and your situation. If we could review your prior year, it will help us serve you better.

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