tax preparation list

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