- 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-A Forclosure
- 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