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tax preparation list
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Identification (Government Issued ID)
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Social Security Card
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W2 Form
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Mortgage Interest Expense
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Banking Account Information
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Last Year's Tax Return
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Retirement Contribution (IRA/401k)
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Health Plan Forms (1095)
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Student Loan Interest Statement
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Form 1098-T - (Education Cost)
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Letter 6419 Advanced Child Tax Credit
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Letter 1444-C Stimulus Payment
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1099-INT (interest)
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1099-DIV (dividends)
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1099-B (proceeds from broker or barter transactions)
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1099-R (pensions and IRA distributions)
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Schedules K-1 from partnerships
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S corporations, estates and trusts, and other income reporting statements, including all copies provided from the payer.
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