Have questions about what you should bring to your personal tax appointment? Here’s a helpful checklist to consider.


  • Tax returns from the past 2 years (if this is your first visit)
  • W2s
  • 1099-INT, 1099DIV: Interest and dividend income
  • 1099-R: Distributions from IRAs, Annuities, 401Ks
  • 1099-B: Stock sales with cost basis
  • Additional income received (SSA 1099 – Social Security Form, W2G – gambling winnings, rent)
  • 1098: Mortgage interest statement
  • Property taxes paid
  • 1095: Proof of Health Insurance Coverage
  • Business income, expense, and mileage (click here to see separate checklist for S-Corp or partnerships)
  • Student loan interest paid
  • Proof of college tuition paid (1098-T and bank statement, receipts of amount paid, canceled check, etc.)
  • K-1s from corporations, investments, or partnerships
  • Total amount contributed to charities
  • Charity or medical mileage
  • Proof of claimed dependents (ex. report card, doctor bill – must show name and address of dependent)
  • Closing papers from home sale or purchase
  • Closing papers from mortgage refinances


Click here to download a helpful pdf checklist.