What Documents Should I Provide For My Personal Taxes?
Don’t worry – we’ve got you covered. Once we get you setup in our portal, this question will answer itself. But, in the meantime, here are some examples of documents we’re going to need (if applicable).
Income documents:
W-2s
1099s
Gambling Income (W2-G)
Jury duty pay or unemployment compensation
Alimony received
Social Security statement (1099-SSA)
Dividend and interest statements (1099-DIV and 1099-INT)
Retirement distributions (1099-R)
Brokerage statements (1099-B), along with statements showing when investments were bought and sold
K-1 statements reporting profits from partnerships, trusts, and small businesses
Record of income and expenses for rental properties
Record of income and expenses for self-employment
Other tax documents:
HUD-1 Escrow statement for property bought or sold
Summary of moving expenses
Summary of educational expenses (college tuition)
Summary of child care, day care, or adult day care expenses, including the recipient’s name, tax ID number and address
IRA contributions (traditional, SEP, or rollovers)
Student loan interest paid (1098-E)
Tax deduction documents:
Health care expenses (doctors, dentists, health insurance, eye care, medicine)
