DOCUMENTS NEEDED IN ADDITION TO YOUR COMPLETED ORGANIZER
ALL FORMS
W-2 (wages), 1095, 1098 and 1099 & others if applicable
- 1099-INT for interest
- 1099-DIV for dividends
- 1099-B for sale of securities
- 1099-R for annuities
- IRA or other retirement plan withdrawals
- 1099-G for state tax refunds
- 1099-S for real estate sales
- SSA-1099 for Social Security
- 1099-G for unemployment compensation
- 1099-MISC for commissions and fees, and
- 1099-K for merchant card and third party network payments
Copies of Schedules
K-1 for partnerships, S corporations, estates or trusts.(Note: You do not need these documents to make your tax appointment. You can provide them at a later date.)
Sold?
If you sold real estate, stock or mutual fund shares during the year, provide a copy of the closing statement.
Did you?...
If you acquired, sold or refinanced a home or other property last year, provide a copy of the closing statement.
New
If you are a new client, provide copies of tax returns for the previous year(s) that are applicable.