Documents & Forms

Wage Statement - Form W-2

Interest or Dividend Income - Form 1099-INT & Form 1099-DIV

Sales of Stock or Bonds - Form 1099-B

Pension & Retirement Income - Form 1099-R

Social Security Income - Form SSA-1099

Unemployment Income - Form 1099-G 

Self-Employed Business/Farm Income & Expenses - Include Forms 1099-NEC

Payment Card and Third Party Network Transactions - Form 1099-K

Income & Expenses from Rental Property

Partner’s Share of Income, Deductions, Credits, etc. - Schedule(s) K-1

Child Care Expenses & Provider Information

Education Expenses - Form 1098-T

Student Loan Interest - Form 1098-E

Home Mortgage Interest - Form 1098

Real Estate & Personal Property Taxes

Medical Expenses  (deductible IF above 7.5% of AGI)

Charitable Contributions Cash & Non-Cash 

Record of Purchase or Sale of Main Residence - Form 1099-S

Health Coverage from Marketplace - Form 1095-A