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

Buffalo Tax Service

Professional Income Tax Preparation for Individuals and Businesses

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