Client Video
Documents to Bring:
Income earned documents:
- W-2’s (job earnings)
- 1099-G (unemployment)
- 1099-INT (interest earned)
- 1099-DIV (dividends earned)
- 1099-B (stock and crypto sales; Schwab, TDAmeritrade, Robinhood, Coinbase, etc)
- 1099-R (retirement/pension)
- W-2G (gambling income)
- 1099-MISC (miscellaneous income)
- RRB-1099-R (railroad retirement)
- SSA-1099 (social security)
- 1099-Q (529 distributions)
- 1099-SA (HSA distributions)
- Or any other tax forms you received
Income paid documents and expenses:
- 1098-INT (mortgage interest paid)
- 1098-T (college tuition paid)
- 1098-E (student loan interest paid)
- 529 contributions
- Charitable donation receipts
- Work trip log info (for railroaders)
- 1095-A (if you enrolled in an insurance plan through the Marketplace/Exchange)
- Closing Disclosure (if you bought a home in 2022)
- Self-employment/business documents (the video on our website details what to bring)
- Or any other tax forms you received
- If you are a railroad employee, please go to our Railroad Employee page for additional items to bring
- If you are a police officer or correctional officer, please go to our Police Officers page for additional items to bring
- If you are a teacher, please go to our Teachers page for additional items to bring
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