HERE IS A LIST ITEMS YOU MAY NEED
Personal Information on each family member or individual
Valid ID w/name and picture for taxpayer & Spouse
Date of Birth
SSN Card- (If Available)
Last Year’s Tax Return- (If Available)
1095 A (If you had insurance from the Market Place)

INCOME AND TAX INFORMATION
W-2’s
Form 6419-Advance Child Tax Credit
1099-MISC-Miscellaneous Income
Unemployment Compensation (1099-G)
Interest Income-(1099-INT)
Dividend Slips-(1099-DIV)
Stock Sales-(1099-B or statements)
Crypto Sales (Robinhood, Coin base, Etc…)
Gambling or Lottery Winnings (1099-G)
Pension Income (1099-R)
State Income Tax Refund amount received in current year.
Self-Employment Income & Expenses
Sale or Purchase of Real Estate
Rental Income & Expenses
Sale of any Business Assets
Estimated Taxes Paid
Social Security or Railroad Retirement
IRA or 401(K) Distributions

DEDUCTIONS/ADJUSTMENTS
Medical Expenses
Real Estate or personal Property Taxes
Mortgage Interest/Insurance Premiums
Charitable Contributions
Gambling Losses (only if winnings are being reported)
Traditional IRA Contributions
Higher Education, Educator Expenses & Student Loan Interest
1098-T

CREDITS
Childcare Expenses with Providers EIN or SSN
Adoption Expense