DOCUMENTS NEEDED FOR TAX PREP. (WHEN APPLICABLE)

Information typically needed: 

• 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:

• Your bank name
• Routing number 
• Account number

Additional documents that may be needed:

• Social Security cards
• Supporting documentation if claiming a dependent