Required Before You Arrive

• Completed Form 13614-C (Intake/Interview Form)
  (This helps speed up your appointment. You can complete it ahead of time.)

Required for Everyone

• Valid photo identification

• Social Security cards (for all individuals on the return)

• Bank account information (routing and account number for direct deposit)

• Identity Theft PIN (if issued by the IRS)

Income Documents

• W-2 forms (wages, salaries)

• 1099-MISC (other income)

• 1099-NEC (self-employment/contract income)

• 1099-R / RRB-1099 (pension or retirement income)

• 1099-SSA (Social Security benefits)

• 1099-INT (interest income)

• 1099-DIV (dividends)

• 1099-G (unemployment benefits)

• W-2G (gambling winnings)

Investments & Financial Activity

• 1099-B (capital gains/losses)

• 1099-S (sale of home)

• 1099-C (cancellation of debt)

Expenses & Credits

• Daycare payment records

• Child/dependent care expense receipts

• Education expenses (Form 1098-T)

• Health insurance statements (Forms 1095-A, 1095-B, or 1095-C)

• Health Savings Account info (Form 1099-SA)

• Itemized deduction records (medical, charitable, etc.)

Self-Employment & Other Income

• Small business income and expense summary

• Rideshare/delivery income (Uber, Lyft, etc.), including mileage logs

Retirement & Contributions

• IRA contributions and distribution records (Form 1099-R)