Tax Appointment Checklist

For New Clients:

  • Prior years' tax returns

Forms of ID:

  • California ID

  • Driver's License

  • Matricula Consular

  • Passport

Income Documents:

  • W-2s & 1099NEC, 1099MISC

  • Broker statements: 1099-B, 1099-DIV, 1099-INT

Self-Employed:

  • Business License

  • Bank statements

Dependents:

  • Birth Certificates

  • Social Security Cards

  • Proof of address with dependents' name and your address (e.g., health insurance, school, or doctor's office documents)

  • Proof of address for the Tax Payer (Bank statement, any utility bills paid)

Property & Mortgage:

  • Mortgage statements: Form 1098

  • Real estate tax statements (even if paid in escrow)

  • Sold home closing statement

Vehicle:

  • Auto registration

  • New car purchase paperwork

Charitable Contributions:

  • Charitable receipts (use the Salvation Army Donation Guide for accurate estimates)

Tax Payments:

  • Estimated tax payments: 1040-ES, 540-ES

Business or Rental:

  • Business or rental receipts

  • Mileage information

Childcare:

  • Daycare info, including Tax ID # or Social Security number, address, and phone number of care provider

Medical:

  • Medical expense records

Education:

  • Tuition payment records: 1098-T

  • Total amounts for books and other school expenses (e.g., parking)

  • Student loan statement: 1098-E

Health Savings Accounts:

  • HSA forms: 1099-SSA, 5498-SSA

Health Insurance:

  • Form 1095 (A, B, or C)

Other Income:

  • Social security recipients: Form 1099-SSA

  • State tax refunds: Form 1099-G

  • Unemployment benefits: Form 1099-G

Investments:

  • Sale information for virtual currency

  • Sale confirmation related to cashless stock transactions