Common documents required if applicable:

 

• K-1

• W-2 

• W-2G Gamble Income

• 1099G State Refund

• 1099-G Unemployment

• 1099-INT “Interest”

• 1099-DIV   Dividends

• 1099 Misc

• 1099-SSA Social Security

• 1099-R Retirement or Roth/Traditional

• 1099-B   Investments

• 1098 Home Owners INT & Property tax

• 1098-E  School INT

• 1098-T Educational Tuition/receipts 

• 1099-C Cancelation of Debt

• 1099-S Sales Proceed of Home

• 1099-SA  Sale of Home 

• Child Care:  EIN/SS, Address/Phone #

• 1095-A   Covered CA Health INS form

• Direct Deposit Refund:

• Routing Number

• Account Number