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
Need more details?
We are here to assist. Contact us by phone, email or via our Social Media channels.