DOCUMENTS REQUIRED FOR TAX PREPARATION

FOR PERSONAL RETURNS

W-2’S

1099’S – NEC, MISC, G, R, C, ETC

W2G

MORTGAGE STATEMENT

MEDICAL EXPENSES – INCLUDE DENTAL AND VISION AND CO-PAYS

Children? = Date of Birth, copies of social security cards, and medical or school records verifying residence with you

Child care? Daycare bills with provider name, address, and social security number or ein number with total of payments.

If you have children and you were divorced after 2019, copies of divorce papers may be needed

Mortgage Statement if purchasing your home

Property tax bills

Irrigation bills

Vehicle registration forms

Vehicle purchase? Sales agreement, title and registration application

Charitable contributions (cash and non-cash)

Investments? Fees and income from annual statement

Interest income

IRA contributions outside of employment related IRA and/or 401K contributions

Student loan interet statements

Educational expenses for credit – provide 1098T from school and showing student