1095s (1095-A, 1095-B, and 1095-C) Healthcare coverage for all family members
Bank Info for Direct Deposit – bank’s name, type of account, routing transit no., and account no.
Copies of current Driver’s License or state issued ID for anyone filing a tax return
Estimated Taxes paid during the year to federal, state, or local
Gambling Winnings, Jury Duty, Unemployment Compensation and other income
HUD-1 for the purchase and sale of real estate
IRA Contributions and Rollovers
IRS CP01A – Identity theft pin
Itemized Deductions – mortgage interest, points, and PMI not reported on Form 1098, real estate taxes, charitable contributions, etc.
Move Information if you lived at more than one address during the year
New Dependent’s Info– name, relationship, birth date, and social security number
Rental income and expenses for any properties that you rent to others
Student Info – student loan interest, tuition statements, transcripts, books, fees, 529 Plans contributions and distributions
**New Clients should bring copies of their tax returns for the last two years**
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