DOCUMENTS NEEDED FOR TAX PREP. (WHEN APPLICABLE)

Prior year's tax return
Copies of Driver's License or State IDs
IRS issued Identity Protection PIN (IPPIN)
Income from jobs: forms W-2
Income from gambling: forms W-2G
Health Insurance: forms 1095-A and/or 1095-B and/or MA-1099HC
Health Savings Account distributions: form 1099-SA
Investment income: various forms 1099 (-INT, -DIV, -B, etc.), K-1s,
Stock option information
Prior year state and local income tax refunds: forms 1099-G
Income from unemployment: forms 1099-G
IRA/pension distributions and/or rollovers: forms 1099-R
Social Security benefits: forms SSA-1099
Income from sales of property: original cost and cost of improvements, escrow closing statement
Third party payments: form 1099-K
Income from cancelled debts: form 1099-C
Income from: jury duty, Medical Savings Account (MSA), scholarships, etc.
Alimony paid or received
Rental property income/expense: profit/Loss statement

If any of the below apply to you:

Childcare costs: provider’s name, address, tax id, and amount paid
Energy credits (receipts for exterior windows, doors and skylights, etc.)
Student loan interest: form 1098-E
Home mortgage interest and points paid: form(s) 1098
Real estate taxes paid
Personal property taxes (excise tax)
Charitable donations: cash amounts and/or value of donated property, miles driven, and out-of-pocket expenses
Medical and dental expenses
Education costs: form 1098-T
Education expenses not reported on form 1098-T
529 plan distributions: form 1099-Q
529 plan contributions
Adoption costs: SSN of child, legal, medical, and transportation costs
New baby? Please provide the social security card and date of birth
Investment interest expense
Medical Savings Account (MSA) contributions: form 5498
IRA contributions: form 5498
Educator expenses
If a Massachusetts resident, how much rent was paid during the year
State and local income taxes paid
Estimated tax payments made during the year, prior year refund applied to current year, and any amount paid with an extension to file
Casualty and theft losses: amount of damage, insurance reimbursements
Foreign bank account information—location, name of bank, account number, peak value of account during the year
Prior year installment sale information: forms 6252, principal and Interest collected during the year, SSN and address of payer

If you were self-employed:

Business or farming income: profit/loss statement, capital equipment information
Income reporting documents:form 1099 (-NEC, -K, etc.)
If you use your home for business: home size, office size, home expenses, office expenses
Self-employed health insurance payments
Keogh, SEP, SIMPLE and other self-employed pension plans

Banking information for direct deposit/debit:

Additional documents that may be needed:

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