What Do I Bring To My Appointment?

Federal or state issued picture IDs

Social Security cards for you, your spouse (if any), and your dependents (and birthdates)

All sources of income:

• W-2s, 1099- NEC, 1099-MISC

• Retirement (1099-R)

• Social Security (1099-SSA)

• Unemployment income (1099-G), also State Tax Refunds

• Bank interest (1099-INT)

• Dividends (1099-B)

• Stock sales, Capital Gains/Losses from investment accounts like Robinhood, etc. (1099-DIV, 1099-B)

• Virtual currency (1099-B)

• Form 1098 - Mortgage Interest Statement

• Property Taxes paid

• Sales Tax paid on vehicle purchase

• Charitable donations (church, United Way, Goodwill, etc)

• Form 1095-A Only

(not 1095-B or 1095-C)

ONLY If you had health insurance through the Marketplace (also sometimes referred to as Obamacare)

• Student loan interest paid (1098-E)

• Tuition statements (1098-T, usually found on school website)

• HSA (Health Savings Account) or FSA (Flexible Savings Account) - Form 1099-SA

• Solar Panel contract with activation date, total costs, any rebates given

• Replaced a water heater or A/C, windows/doors of your house with energy efficient ones? You may qualify for a credit, so bring those purchase receipts!

• If you sold a house or purchased a house last year, bring the Closing Disclosure documents

• IP PIN (Identity Protection Personal Identification Number) – IF you have one, the IRS mails them out around Dec/Jan each year. You will receive a new IP PIN every single year.

Form of payment:
We accept cash, credit/debit card, and check

Total income

Total expenses listed out by category/type

Documented mileage (handwritten or digital format acceptable) per month

Any other expenses or considerations like company machinery, bank interest, etc.