Donation:

  • Records of Non-cash or Cash Donations Made to Schools, Houses of Worship, and Other Qualified Charitable Organizations.

  • Records of Miles Drives for Charitable Reasons

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What You’ll Need for Your Appointment

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General requirement:

  • Driver’s License (IRS mandatory)

  • SSN, ITIN, IP PIN

    (Social Security Number, Individual Taxpayer Identification Number, Identity Protection PIN)

  • Last Year’s Tax Return

  • Estimated Tax payments (1040-ES)

  • Bank Account Number and Routing Number

Income:

  • W-2 (Wage and Tax Statement)

  • 1095-A (Health Insurance Marketplace Statement)

  • Schedule K (Partner’s Share of Income, Deductions, Credits)

  • 1098 (Mortgage Interest Statement)

  • 1098-T (Tuition Statement)

  • 1098-E (Student Loan Interest Statement)

  • 1099-G (Unemployment or State Tax Refund)

  • 1099-K (Credit/Debit Card Transactions & Third-Party Payment Networks)

  • 1099-NEC (Non-Employee Compensation)

  • Closing Statements if Real Estate was Purchased or Sold

  • Alimony Paid or Received and SSN of the Ex-spouse

  • Records of Other Income (Not reported on Form W-2 or 1099)

Own Property:

  • Form 1098 Mortgage Interest, all Tax Records for Personal Property and/ or Real Estate, and Mortgage Refinancing Information

  • Records of Damage and Amount of Reimbursement in case of Property Damage or Lost Due to Theft, Natural Disaster, etc.

  • Records of Home Energy Improvements

  • Records of Clean Vehicle or EV Purchase

  • Records of Local/State Taxes Paid (Property, Vehicle Licensing fees, etc.)

Education:

  • Records of Scholarships and Fellowships

  • Form 1098-T Tuition Statement and Records of Higher Education Expenses

  • Form 1098-E Student Loan Interest Paid

  • For Educators in Grades K through 12, Records, Such as Receipts for Classroom Expenses

HealthCare:

  • Form 1095-A Health Insurance Marketplace Statement

  • HSA (Health Savings Account) information Form 5498, Form 1099-SA

  • Records of Unreimbursed Medical Expenses

Dependents:

  • Full Names and Birth Dates for All Dependents

  • Amount of Childcare Paid and Records

  • Childcare Provider’s ID Number

  • If You Are the Noncustodial parent, Form 8332 is needed

  • Adopted Child SSN, Adoption Costs, and Records of Legal and Medical Expenses

Self-Employed, Independent Contractor, Own Real Estate:

  • Form 1099-NEC Non-Employee Compensation

  • Form 1099-K (Credit/Debit Card Transactions & Third-Party Payment Networks)

  • Records of Business or Rental Income and Expenses

Retirement or Investment Plan:

  • Form 1099-R and Records of Contribution made or Distributions from IRA, Other Retirement Plans, 529 Plans, and Education Savings Accounts

  • Records of Stocks sold including the Purchase Date, and Total Investment

  • Records of Digital Assets or Cryptocurrency