
“Did I miss something?”
“Am I doing this correctly?”
“Why does this look different than last year?”

Copy of last year’s tax return
Full legal name, social security #, and birthdates of all individuals represented on tax return
All W-2s
All 1099s (Miscellaneous income i.e. rental, non-employee income, etc.)
All 1098s (Interest statements, mortgage statements, etc.)
1098Ts for college students
Child Tax Credit Letters
Stimulus Letters
Medical Equipment
Donations – Cash and Physical Goods
Work Related Expenses
Property tax statements
All 1098s (Interest statements, mortgage statements, etc.)
1098Ts for college students
Child Tax Credit Letters
Stimulus Letters

