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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