Appointment Checklist

Before we meet to bacon wrap your taxes, make sure that you have all the following items so we can make your appointment as efficient as possible!

Please have all forms for each individual year you are filing.

Basics

  • Valid ID / Driver’s License

  • Bank routing & account number (for direct deposit if new bank)

INCOME

  • Form W-2 for every job worked

  • Form 1099 for every independent contractor or sole proprietor job worked

  • Form 1099-G for any Unemployment or Paid Family Leave earned

  • Form 1099-SSA for any Social Security payments

  • Form W2-G for any gambling winnings

Healthcare

  • Form 1095 for Medical, Medicare, or employer-provided insurance

  • Form 1095-A for Covered CA or Marketplace Insurance

  • Total Out of Pocket Medical Expenses - keep receipts for your records

Education

  • Student Loans - Form 1098-E

  • College/University - Form 1098-T

    • books, parking, supplies, lab fees, equipment

DEpendents

  • Newborn - Social Security Card

  • Dependents - Proof of residency from doctor, school, or Form 1095 (Health Insurance)

  • Daycare - Federal ID number, name, address, phone numbers, cost

  • Paid Family Leave - Form 1099-G

Energy purchases

  • Solar Panels - Bill of sale

Homeowners

vehicles

  • Car - Purchase Agreement (553)

  • Car Registration

Total Donations

  • Keep receipts for your records

investments

  • HSA Distribution - Form 1099-SA

  • HSA Contribution - Last paystub of filing year with year-to-date totals

  • Crypto Trading - Form 1099-B (know your cost basis)

  • Stock Sales - Form 1099-B

  • Interest Income - Form 1099-INT

  • Dividend Income - Form 1099-DIV

  • 401K/IRA Cash Out: Form 1099-R

  • Pension Distribution: Form 1099-R

  • S-Corporation: Form K-1 & Form 7203

  • LLC’s/Partnerships: Form K-1

Now You’re Cookin’

See you for soon your appointment!