Below are guidelines of tax documents that you need to bring with you.

  • W-2 form(s) for all jobs last year

  • 1099-NEC and/or 1099-K

  • Records of income not reported on 1099 forms

  • Records of expenses

  • Record of estimated tax payments, If you paid during the year

  • SSA-1099 form for Social Security benefits

  • 1099-R for pension/IRA/annuity income

  • 1099-G for unemployment benefits

  • 1099-G for refund of state/local income taxes

  • 1098-T for scholarships/fellowships

  • 1099-B Income or loss from the sale of stocks, bonds, or real estate

  • Income or loss from rental property

  • Alimony received

  • W2-G Statements lottery/gambling winnings

  • 1099-INT/1099-DIV for Interest and dividend statements from banks

Expenses

You may be able to claim tax deductions for some of the expenses you have. These deductions reduce the income you are taxed on.

  • 1098 form Mortgage statements and property tax bills if you are a homeowner

  • College tuition (Form 1098-T) and student loan statements (Form 1098-E)

  • Childcare expenses, provider’s name, address, phone, and federal tax ID number (either their Social Security Number or Employment Identification Number)

  • Receipts for charitable donations

  • Form 1095-A if you had coverage through the Health Insurance Marketplace

TAX DOCUMENTS