Things to Bring

What to bring For your appointment

Copy of your prior year income tax return (if not in our possession).

Copy of your prior year income tax return (if not in our possession).

Copy of your prior year income tax return (if not in our possession).

Original Form(s) W-2 and 1099-R received from all employers.

Copy of your prior year income tax return (if not in our possession).

Copy of your prior year income tax return (if not in our possession).

Original Form(s) 1095-A, 1095-B, and 1095-C received.

Copy of your prior year income tax return (if not in our possession).

Copies of other compensation, moving expense reimbursement, or pension documentation.

Copies of other compensation, moving expense reimbursement, or pension documentation.

Form(s) 1099B and any other closing documentation regarding the sale or purchase of assets.

Copies of other compensation, moving expense reimbursement, or pension documentation.

Form(s) 1099 or other statements reporting interest and dividend income received.

Form(s) 1099B and any other closing documentation regarding the sale or purchase of assets.

Form(s) 1099B and any other closing documentation regarding the sale or purchase of assets.

Form(s) 1099B and any other closing documentation regarding the sale or purchase of assets.

Form(s) 1099B and any other closing documentation regarding the sale or purchase of assets.

Form(s) 1099B and any other closing documentation regarding the sale or purchase of assets.

Schedule K-1 showing your share of income and deductions from partnerships, S corporations, estates,

Schedule K-1 showing your share of income and deductions from partnerships, S corporations, estates,

Schedule K-1 showing your share of income and deductions from partnerships, S corporations, estates,

Form(s) 1098, copies of real estate bills, property tax bills, mortgage statements, etc.

Schedule K-1 showing your share of income and deductions from partnerships, S corporations, estates,

Schedule K-1 showing your share of income and deductions from partnerships, S corporations, estates,

Any other information of statements that you received or that you may have questions about.

Schedule K-1 showing your share of income and deductions from partnerships, S corporations, estates,

Any other information of statements that you received or that you may have questions about.

CP Notice 28- Taxable IRA from Roth Rollover

CP Notice 28- Taxable IRA from Roth Rollover

Any other information of statements that you received or that you may have questions about.