Necessary documents for a successful tax preparation

•  Identification, 
• social security card(s)
•  ITIN(s), 
• bank routing & account #'s,
• children's birth certificate(s) and school report cards for NEW clients only 

• W-2 
• Form 1099-NEC/MISC/ K for contractors or self-employees
• Unemployment: Form 1099-G
• Social Security Benefits: Form 1099-SSA

• Form 1099-R from 401K
• Form 1099-B: Capital Gains, 
• Form 1099-DIV: Dividends and Distributions from Stocks
• Form 1099-INT: Interest from Savings Accounts

•  Form 1095-A, 

*ONLY needed if you had health insurance through the marketplace. In order for your tax return to be accepted, this form MUST accompany your tax return. Marketplace: 1-800-318-2596 

• Form 1098-T: College Tuition, 
• Form 1098: Interest from Student Loans, 
• Receipts of any related college expenses. 

• Form 1098 Mortgage
• Property Taxes