Tax Items typically needed:

•Prior year’s tax return
•Copies of Driver’s License or State IDs
•IRS issued Identity Protection PIN (IPPIN)
•Income from jobs: forms W-2
•Income from gambling: forms W-2G
•Health Insurance: forms 1095-A and/or 1095-B and/or MA-1099HC
•Health Savings Account distributions: form 1099-SA
•Investment income: various forms 1099 (-INT, -DIV, -B, etc.), K-1s,
•Stock option information
•Prior year state and local income tax refunds: forms 1099-G
•Income from unemployment: forms 1099-G
•IRA/pension distributions and/or rollovers: forms 1099-R
•Social Security benefits: forms SSA-1099
•Income from sales of property: original cost and cost of improvements, escrow closing
statement
•Third party payments: form 1099-K
•Income from cancelled debts: form 1099-C
•Income from: jury duty, Medical Savings Account (MSA), scholarships, etc.
•Alimony paid or received
•Rental property income/expense: profit/Loss statement

•If any of the below should apply to you:

•Childcare costs: provider’s name, address, tax id, and amount paid
•Energy credits (receipts for exterior windows, doors and skylights, etc.)
•Student loan interest: form 1098-E
•Home mortgage interest and points paid: form(s) 1098
•Real estate taxes paid
•Personal property taxes (excise tax)
•Charitable donations: cash amounts and/or value of donated property, miles driven,
and out-of-pocket expenses
•Medical and dental expenses
•Education costs: form 1098-T
•Education expenses not reported on form 1098-T
•529 plan distributions: form 1099-Q
•529 plan contributions
•Adoption costs: SSN of child, legal, medical, and transportation costs
•New baby? Please provide the social security card and date of birth
•Investment interest expense
•Medical Savings Account (MSA) contributions: form 5498
•IRA contributions: form 5498
•Educator expenses
•If a Massachusetts resident, how much rent was paid during the year
•Estimated tax payments made during the year, prior year refund applied to current
year, and any amount paid with an extension to file
•Casualty and theft losses: amount of damage, insurance reimbursements
•Foreign bank account information—location, name of bank, account number, peak
value of account during the year

If you were or are self-employed:

•Business or farming income: profit/loss statement, capital equipment information
•Income reporting documents: form 1099 (-NEC, -K, etc.)
•If you use your home for business: home size, office size, home expenses, office
expenses
•Self-employed health insurance payments
•Keogh, SEP, SIMPLE and other self-employed pension plans