Tax Preparation Document Requirements

What to Bring or Upload forms

To ensure a smooth and efficient tax filing process, please bring or upload the following documents: Upload Forms

• Valid photo ID (Driver’s License, Passport, or State ID)
• Social Security cards for you, your spouse, and dependents
• All W-2 forms from employers
• 1099 forms (for self-employment, interest, dividends, etc.)
• Last year's tax return (if available)
• Proof of health insurance (Form 1095-A/B/C)
• Bank account info for direct deposit (Routing & Account Number)

Additional Items (if applicable)

• Child care provider information (name, address, and tax ID)
• Education expenses (Form 1098-T and receipts)
• Mortgage interest statements (Form 1098)
• Property tax statements
• Business income & expenses (if self-employed)
• Charitable donation receipts
• Unemployment income (Form 1099-G)
• Type of car you drive (make, model, and year)
• Registration Fee & Car Mileage
• State and local tax returns (if applicable)
• Alimony paid or received
• IRA contributions
• Medical expenses (if itemizing)
• Income from rental properties
• Any other relevant tax documents