NEW CLIENTS:

• Bring a copy of your income tax return from last year
• Bring Social Security Cards for each family member and dependent
• Bring a list of dates of birth for each family member and dependent

INCOME DOCUMENTS

• W-2’s, SOCIAL SECURITY #’S, DOB for yourself and all dependents
• 1099-MISC, 1099-R, 1099-G
• Proof of jury duty pay
• Proof of alimony you received
• Social security statement (1099SA)
• Dividend and interest statements (1099-DIV AND 1099-INT)
• Retirement Account distributions (1099-R)
• Brokerage statement (1099-B) along with statement showing when you bought and sold
  your investments
• K-1 statement reporting profits from partnerships, trusts, small businesses, and estates
• Record of income and expenses for your rental property
• Record of income and expenses for your self-employment (1099 NEC)

OTHER TAX DOCUMENTS

• Settlement statements (HUD) if you purchased a home or refinanced
• Summary of moving expenses if job related
• Summary of educational expenses (College tuition 1098T)
• Summary of your childcare, day care, or adult day care expenses
• IRA contributions (traditional contributions (Traditional, SEP or Rollovers)
• Student loan interest paid (1098-E)
• Health insurance form (Mass-HC1099) (Federal-1095A,1095B,1095C)
• Amount of stimulus check (Form 6475 / 1444-C) or Advanced Child Tax Credit payments. (Form 6419), (if applicable)

TAX DEDUCTION DOCUMENTS

• Health care expenses (doctors, dentists, health insurance, co-pay, eye care, prescriptions)
  for yourself or your family members that you paid
• Real estate taxes
• Mortgage interest
• City or town excise tax
• Gifts to charity (check, credit card statement, letters or receipts for clothing, household
  items, etc. from charity
• MA ONLY (educator expenses, MBTA commuter expenses)
• Loss of property due to casualty or theft
• Gambling losses (W-2) – only if you have winnings (1099-G)
• Apartment or land rent