These tax forms listed may or may not apply to your tax situation

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Income Documents

• W-2 - from your employer or whomever employed you for the current filing year

• 1099-R - Distribution from a retirement account

• 1099-Misc/NEC

• 1099-SSA - Social Security income

• 1099-G - Unemployment income/paid family leave/gambling winnings

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Bank/Financial Documents

• 1099-INT - Bank or investment interest

• 1099-DIV - Issued by your financial institution. Example: Schwab, Franklin Templeton

• 1099-B - Issued by your financial institution for stocks sales

• 1099-S - Sale of a home residence or a rental property that you own

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Misc. Forms That May Apply To You

• 1099-E - Student Loan Interest

• 1098-T - Tuition Statement, paid for a child you claim or taxpayer/spouse

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Forms If You Itemize

• 1098 - Mortage Interest form (property tax paid may be on this document if included in your house payment

• Car/Boat/RV Registration

• Sea Doo Registration

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Misc. Things To Tell Us About

• Child care costs (Who paid, who was paid, and how much?)

• Donated clothing & misc. items (Such as goodwill donations,etc.)

• Cash donations to any nonprofit (Such as a church or a GoFundMe, etc.)

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Medical

• 1095-A - Proof of medical coverage from the exchange

• 1095-B - Proof of medical coverage from your employer

• 1095-C - Proof of medical coverage from Medical/Medicaid or covered on your own