Copy of last years tax return (if new client)
W-2 Forms Wages Earned
1099-Misc Self Employment, Rents, Royalties (if
Corps are exempt from 1099 forms
1099-K Merchant Credit Card, Paypal, etc.
1099-B Interest, Dividend, Stock Sales etc.
1099-C Cancellation of Debt
1099-INT Interest your received
1099-DIV Dividends you received
1098 Mortgage Interest paid to a financial institution
1095-A Health Insurance from the Marketplace
(Covered CA, etc.)
1095-B Proof of Insurance
1095-C Proof of Insurance
1099-S Sale of Real Estate
1099-G Taxable Goverment Payments. UI, etc.
1099-R Pension, IRA, etc. Distributions
5498 IRS Contributions / Conversions, etc.
K-1 Forms from S-Corps, Partnerships, Trusts, etc.
SSA-1099 Social Security Benefits
1098-E Student Loan Interest
1098-T Tuition Paid
1099-Q Education Savings Account Reporting
Escrow Closing Statements