Bring to Appointment

Basics

• VALID ID/DRIVERS LICENSE
• Direct Deposit: Bank account number

Income 

• Employer Jobs: Form W-2s for every job worked in 2023
• Independent Contractor: 1099 and itemized list of your expenses
• Unemployment or Paid Family Leave: Form 1099-G
• Social Security: Form 1099-SSA
• Gambling Winnings: Form W2-G 

Business Owners

• Independent Contractor: 1099 and itemized list of your expenses (Go to 'Expense Sheets' tab and download Schedule C and Business Car Expense)

Health Care

• Medical, Medicare or insurance through your employer: Form 1095 (not mandatory)
• Covered California: Form 1095-A (MANDATORY to file)
• Marketplace Insurance: Form 1095-A (MANDATORY to file)

Education

• Student Loans: Form 1098-E
• University/College: Form 1098-T, books, parking, supplies, lab fees and equipment 
• Ask parents if they will be claiming you. If yes, give Form 1098-T to parent. If no, ask how many years they have taken the American Opportunity Credit on your behalf. 

Dependents

• Newborn: His/her social security card
• Dependents: Proof of residency (Must be from doctor, school or Form 1095 from health insurance)
• Daycare: Federal ID number, name, address, phone number, and amount 
• Paid Family Leave: Form 1099-G

Energy Purchases

• Solar Panels: Bill of sale
• Plug in Car: VIN number and bill of sale (has to be a new car)

Homeowners

• Homeowner: 1098 mortgage interest statements and property taxes 
• Bought, Sold, or Refinanced Home: Final closing statement from escrow
• Sold Home: Purchase price and purchase date of home
• Bought Car: Purchase/lease agreement (long piece of paper)
• Out of Pocket Medical Expenses
• Car Registrations
• Donations

Investments

• HSA Distribution: Form 1099-SA
• HSA Contribution: Last paystub of 2023 with year-to-date totals. 
• Crypto Trading: 1099-B (know your cost basis)
• Stock Sales: 1099-B
• Interest Income: 1099-I
• Dividend Income: 1099-DIV
• 401K/IRA Cash Out: Form 1099-R
• Pension Distribution: Form 1099-R
• S-Corporation: Forms K-1 and 7203
• LLC/Partnerships: Form K-1