GENERAL DOCUMENTS
● VALID STATE IDENTIFICATION FOR BOTH TAXPAYER & SPOUSE● SOCIAL SECURITY CARDS FOR TAXPAYER, SPOUSE & DEPENDENTS● BIRTH CERTIFICATES FOR ALL DEPENEDENTS● PROOF OF RESIDENCY FOR ALL DEPENDENTS● SOMETHING WITH YOUR ADDRESS AND THE DEPENDENTS NAME● BANK ROUTING & ACCOUNT NUMBERS FOR DIRECT DEPOSIT OF REFUNDS● DID WE DO YOUR RETURN LAST YEAR?● IF NO, BRING YOUR PREVIOUS YEAR TAX RETURN

INCOME DOCUMENTS
● W-2● FINAL PAYSTUB REQUIRED IF DEDUCTING OVERTIME OR TIPS● W2-G (GAMBLING WININGS)● 1099-R (RETIREMENT INCOME)● 1099-NEC / MISC● 1099-B, 1099-INT, 1099-DIV (BROKERAGE, INTEREST, DIVIDENDS)● 1099-S (SALE OF A HOME PERSONAL OR INVESTMENT PROPERTY)● 1099-G (UNEMPLOYMENT INCOME)● 1099-K & 1099-K INSTRUCTIONS

HEALTHCARE
● DID YOU RECEIVE YOUR HEALTH INSURANCE THROUGH THE MARKETPLACE?● IF SO, YOU WILL NEED A FORM 1095-A● IF NOT, NO ADDITIONAL DOCUMENTS ARE NEEDED

COLLEGE (CURRENT STUDENTS 2026)
● ANY MEMBER OF THE HOUSEHOLD IN COLLEGE?● YES (FORMS NEEDED)● 1098-T● ACCOUNT TRANSACTION HISTORY DATED 1-1-25 TO 12-31-25● RECEIPTS & AMOUNTS FOR QUALIFIED COURSE RELATED EXPENSES

COLLEGE (PAYING STUDENT LOANS)
● FORM 1098-E (INTEREST PAID ON STUDENT LOANS)

DEPENDENT / CHILD CARE
● TOTAL PAID PER DEPENDENT● PROVIDER’S NAME, ADDRESS, & TAX ID NUMBER (SOCIAL OR EIN)
DEDUCTIONS
● CHARITABLE CONTRIBUTIONS● MEDICAL EXPENSES INCLUDING MILEAGE
OTHER
● ENERGY EFFICIENT PROPERTY● SOLAR, WIND, GEOTHERMAL● WINDOWS, DOORS, HOTWATER HEATER● PURCHASE AND INSTALL DATE