"For every minute spent organizing, an hour is earned."
Benjamin Franklin
Please Remember to Bring the Following Documents to Your Appointment
We can't complete your return without them
Prior Years Return
Copy of your prior year income tax return (if not in our possession).
Sources of Income
Original Form(s) W-2 and 1099-R received from all employers.
Healthcare Form
Original Form(s) 1095-A, 1095-B, and 1095-C received.
Other Compensation
Copies of other compensation, moving expense reimbursement, or pension documentation.
Interest and Dividens
Form(s) 1099 or other statements reporting interest and dividend income received.
Stock Sells
Form(s) 1099B and any other closing documentation regarding the sale or purchase of assets.
K-1's
Schedule K-1 showing your share of income and deductions from partnerships, S corporations, estates,
Property Ownership
Form(s) 1098, copies of real estate bills, property tax bills, mortgage statements, etc.
IRA's
CP Notice 28- Taxable IRA from Roth Rollover
Misc
Any other information of statements that you received or that you may have questions about.