Tax Resources

Required Documents

Quick access to federal and state tax resources, refund trackers, and form or publication.

W-2 (Job Income)
Investment income: Forms 1099 (INT, DIV, B) K-1s, and stock option information
Income from state and local income tax refunds and/or unemployment: Forms 1099-G
IRA/pension distributions: Forms 1099-R, 8606
Rental property income/expense, rental property suspended loss information
Social Security benefits: Forms SSA-1099
Taxable alimony received
Business or farming income: profit/loss statement, capital equipment information
If you use your home for business: home size, office size, home expenses, office expenses
Income from sales of property: Form 1099-C, original cost and cost of improvements, escrow closing statement, cancelled debt information
Prior year installment sale information: Forms 6252, principal and Interest collected during the year, SSN and address of payer
Miscellaneous income: jury duty, gambling, Medical Savings Account, scholarships, and etc.

Quick access to federal and state tax resources, refund trackers, and form or publication.

Quick access to federal and state tax resources, refund trackers, and form or publication.

Advance Child Tax Credit payment
Child care costs: Provider name, address, tax id, and amount paid
Education costs: Forms 1098-T
Adoption costs: SSN of child, legal, medical, and transportation costs
Mortgage interest and points paid: Forms 1098
Investment interest expense
Charitable donations: amount, value of donated goods, miles driven, and out-of-pocket expenses
Casualty and theft losses: amount of damage, insurance reimbursements
Other miscellaneous tax deductions: union dues, unreimbursed employee expenses (uniforms, supplies, seminars, continuing education, publications, travel, etc. - for tax years prior to 2018 only)
Medical and dental expenses

Quick access to federal and state tax resources, refund trackers, and form or publication.