Document List

There are many forms and documents you many need to have on hand before filing your taxes. We have provided a list of some of these possiblities.

• W-2's from your Employer(s)
• 1099-MISC forms (if self employeed)
• 1099-INT (Intrest)
• 1099-DIV (Dividends)
• 1099-B (forms showing Brokerage trades in stocks and bonds)
• 1099-SSA (showing social security recieved)
• K-1 (forms for income from a partnership, small business, or trust)
• Charitable Contributions
• Mileage charges
• Medical Expenses
• Rental Property Information/ Expenses