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Check List
Here is a list of items that you should bring to file your taxes.
If you are missing any items don't worry, our tax professional will assist you getting them.
Picture ID
Drivers License, State Id, Passport or Military ID
Income Forms
Employee (W2)
Independent Contractor (1099MISC)
Interest (1099INT)
Social Security / Retirement
Dividends (1099DIV) or Rentals
Stock or Mutual Funds (1099B)
Unemployment
Other income
Health Insurance Forms
ACA / Obamacare (1095A)
Medicaid/Gov Help (1095B)
Health Insurance Infomation
Social Security Card
Preferred - Not required
Expenses
Self-employment expenses
Un-reimburse expenses from work
Education expenses
Rental Expenses
Medical/Dental Expenses
Donations
Miscellaneous
Sell a home
Take an IRA or 401(K) distribution
Adopt a child
Suffer catastrophic lost
Gambling winnings/losses
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