Tax Documents to Bring

• Prior Year’s Tax Returns

• W2’s (Wages)

• 1099-R (Retirement Forms)

• 1099-INT (Bank Interest)

• 1099-G (Unemployment)

• 1099-DIV (Bank Dividends)

• 1098 (Mortgage Interest Forms)

• 1098-T (Tuition Forms)

• 1099-B (Brokerage Forms)

• 1099-C (Cancellation of Debt)

• 1099-K (Payments received from Merchant Accounts)

• 1099-SA (Social Security Payments)

• Closing Disclosures for Purchase of a New Home

• Closing Disclosures for the Sale of a Home

• Profit & Loss Statement (if you own a business)

• Balance Sheet (if you own a business)

• Mileage Log (If you own a business)

• Charitable Contribution Receipts

• Real Estate Taxes Paid

• Social Security Numbers for Dependents

• Crypto Currency Trading Information