Common list of things to bring or send for tax returns:
- W2s, 1099s, any other income
- Form 1095—Proof of health insurance
- If you have an HSA (Health Savings Account) we’ll need forms 1099-SA which shows the distributions and form 5498-SA which shows the contributions
- If you own your home: mortgage statement showing interest paid and property tax paid
- If you rent: Name and address of landlord and amount paid for year
- Any income interest (from banks, etc)
- Copies of current drivers licenses
- 401K or IRA statements
- Amounts of any donations made during the year
- Student loan interest
- If claiming children: Proof of residency for children (ex: school transcript, doctors records, etc)
- Daycare provider name, address, tax ID # and amount paid for the year
- For direct deposit of any refund into checking or savings account: bank name, account number, routing number, and whether it is checking or savings