What to Have for Your Appointment– New Client
- Social Security card(s)
- Driver’s License(s)
- Dependents’ Social Security numbers and dates of birth*
- Wage statements
- W-2s
- Last year’s Federal and State tax return
- Self-employment business income and expenses/ 1099-MISC*/ 1099K
- Form 1095-A (Health Insurance Marketplace Statement)**
- Exemption Certificate Number***
- Commissions received/paid*
- Pension, retirement income/ 1099-R*
- Unemployment income/ 1099-G*
- Canceled Debt Amount/ 1099-C*
- Social Security income/ SSA-1099*
- IRA contributions*
- Statements on the sales of stocks or bonds/1099-B*
- Interest and dividend income/ 1099-INT/ 1099-DIV*
- Lottery or gambling winnings/losses*
- State refund amount/1099-G*
- Income and expenses from rentals*
- Alimony paid or received*
- Record of purchase or sale of residence*
- Medical and dental expenses*
- Real estate and personal taxes*
- State or local taxes paid
- Sales tax paid
- Estimated taxes or foreign taxes paid*
- Cash and non-cash charitable donations*
- Mortgage or home equity loan interest paid/ 1098*
- Unreimbursed employment-related expenses*
- Job-related educational expenses*
- Educator expenses*
- Tuition and Education Fees/ 1098-T*
- Student loan interest/ 1098-E*
- Moving expenses*
- Casualty or theft losses*
- Child care expenses and provider information*
- Bank statements for Business*
*If Applicable
**If you received health insurance from Marketplace
***If you received an exemption from needing health insurance from the Marketplace (exchange)