Tax Requirments
Proof of Identity :
- Driver's Licence
- ID
- Passport
Investment-Related Documents:
- 1099-B for brokerage transactions
- 1099-DIV for dividends
- 1099-INT for interest income
- Records of stock transactions
Income Documents:
- W-2 forms
- 1099 forms for additional income
- Income from rental properties
- Business income and expenses (if applicable)
- Unemployment form
Home Ownership Documents:
- Closing statements for home purchase or sale
- Real estate tax records
Deduction and Credit Documents:
- Receipts for charitable contributions
- Mortgage interest statement (Form 1098)
- Student loan interest statement
- Medical expenses and health insurance information
- Education-related expenses and Form 1098-T
- Childcare expenses and provider information
Health Insurance Information:
- Form 1095-A, 1095-B, or 1095-C (related to health coverage)
Retirement Savings:
- Contributions to IRAs or 401(k) plans
- Forms related to pension or annuity income
Banking Info:
- Bank Name
- Name on Bank Account MUST MATCH name on tax return
- Routing & Account Number
Other Documents:
- Unreimbursed job-related expenses
- Alimony paid or received
- Records of any other income or expenses relevant to your tax situation