Documents needed

 
 
 

Documents / information to provide max

  • All W2s

  • All 1099s (interest, dividends, capital gains, etc)

  • All 1098s (student loan interest)

  • All 1095s and other health insurance related forms. Some states require health insurance (like Mass) even though it’s not required federally.

  • All Schedule K-1s

  • Answers to the following two questions:

    • Did you have any interest or authority over any foreign accounts or trusts?

    • At any time during 2022, did you receive (as a reward, award, or payment) or sell, exchange, gift, or otherwise dispose of a digital asset (or any financial interest in a digital asset)? (i.e., Cryptocurrencies or NFTs)

  • Any changes to your prior year information (name change, address change, marital status change, new dependents, etc.)

In addition to the above list, new clients should also provide the following:

  • Social Security numbers and full legal names for everyone on the return (including dependents!)

    • If changing name after getting married, make sure you change it with the Social Security office first before filing taxes!

  • Drivers License and/or state ID for filers (and birthdays for dependents)

  • Current Address (if different from license(s))

  • Occupation(s) - can be broad (ex accountant, teacher, plumber, police officer, etc)

  • Marital Status

  • Prior year tax filing

  • Any other info/documents that might be relevant to your specific situation (feel free to ask!)