What to bring to your appointment:

* W2's
* 1099's
     - Retirement
     - Miscellaneous Income
     - Pensions
     - Distributions
     - Social Security
     - State Refunds
     - Unemployment
     - Interest From Bank or Investments
     - Dividend Statements
     - Stock Sales
* Any Income you received through the year
* Overtime (Statement from employer and last pay stub)
* Donation Receipts or Canceled Checks
   (must have letter if over $250 in cash)
* Health Insurance - not required to report unless through Market Place then we will need the 1095A
* Medical Bills if the total out-of-pocket is 7.5% or more of your NET income
* Daycare expenditure (Yearly Statement)
* Mortgage interest statement ( 1098 )
* Property Tax receipts
* Energy Credit (Furnace or Cooling) - Have to have Certification w/Certification #
* New Vehicle Interest Deduction - Bring interest statement, VIN # and proof of assembled in US
* Student loan interest statements
* Student education payments ( 1098T )
* Gambling winning / losses information
* New clients - copy of previous years return
* Social Security 1099 SSA if Retired
  
   

**Please Note**

- Refunds - IRS is requiring Direct Deposit or it will be a process of up to many weeks.
                       ** Can be a loadable Credit Card, etc.

- Energy Credit Available

- All 1099K need to be reported if received

- Student Loan Debt Cancelled not taxable through 2025

- Mortgage debt forgiven through 2025