Documents Needed for Tax Preparation

Identification

  • Stated ID or Driver’s License, Passport
  • Green Card
  • Employment Authorization Card

Social Security Card(s)

Social security card required for all dependents claimed.

Income

  • W-2, 1099
  • Unemployment
  • Self-Employment (1099-MISC/NEC)
  • Retirement Pension/IRA/Annuity
  • Traditional IRA, Social Security
  • Interest (1099-T, 1099-DIV, 1099-B, 1099-SA)
  • Payment Card and Third-Party Network Transactions, and Gambling Income

Childcare

  • Statement of total payment(s) and childcare provider(s)
  • Tax Identification Number or Social Security Number

Healthcare

  • 1095-A (if applicable) 
  • Statement(s) of paid medical expenses

Post-Secondary

  • Post-Secondary: 1098-T and 1098-E
  • School expenses paid
  • Student loan interest

Home Ownership

1098-Property Taxes and Mortgage Interest statements

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