What documents do you need for my tax return?

The specific documents you need to provide us to prepare your tax return will vary depending on your individual circumstances and the complexity of your tax situation. However, here is a general list of documents that are typically required:

Income documents:

• W-2 forms from all employers.
• 1099 forms for any self-employment income or contract work.
• 1099-G for unemployment benefits.
• 1098 forms for mortgage interest, student loan interest, and tuition payments.
• 1099-INT for interest income from bank accounts and investments.
• 1099-DIV for dividend income from stocks and other investments.
• K-1 forms for income or losses from partnerships, S corporations, or trusts.

Deduction and credit documents:

• Receipts for medical and dental expenses (including prescriptions and insurance statements).
• Receipts for charitable contributions.
• Proof of mortgage interest and property taxes paid.
• State and local tax return(s).
• Education-related expenses (tuition, fees, books).
• Child care expenses.
• Business expenses (if self-employed).

Other documents:

• Prior year tax returns.
• Any notices or correspondence received from the IRS.
• Copies of any investment statements.
• Information about any foreign bank accounts.

It's important to provide our team with complete and accurate information. The more information you can provide, the better we will be able to prepare your tax return accurately and efficiently.

Here are some additional tips:

• Organize your documents before your appointment. This will save time and make it easier for us to review your information.
• Make copies of all your documents for your own records.
• Don't hesitate to ask questions if you're unsure about anything!