What to Bring

In order to help us complete your taxes accurately and as quickly as possible, please be prepared to provide the following items:

Everyone

• W-2
• All forms of 1099, including:
  • 1099-INT (interest)
  • 1099-DIV (dividend)
  • 1099-C (foreclosure)
  • 1099-T (student)
• Out-of-pocket medical bills
• List of charitable donations (if itemizing):
  • Name
  • Address
  • Dollar amount

Homeowners

• Summer and winter property tax bills

Renters

• Name and address of who rent checks are made out to
• Rental rate per month
• Does the rate include heat?

Parents

• Identifying information for all children
  • Name
  • Date of birth
  • Social Security Number (SSN)
• Childcare
  • Address
  • Employer identification number (EIN)
  • Dollar amount for each child, if possible

Small Business Owners

• List of all out-of-pocket expenses
• Contact us for a full listing

Affordable Care Act (Obamacare)

The Affordable Care Act includes the individual shared responsibility provision and the premium tax credit that may affect your tax return.

The individual shared responsibility provision requires you, your spouse, and your dependents to have qualifying health insurance for the entire year, report a health coverage exemption, or make a payment when you file. In addition, you may be eligible for the premium tax credit if you purchased health coverage through the Health Insurance Marketplace.

• Most taxpayers already have qualifying health care coverage, and will simply check a box on their tax return.
• Some taxpayers are exempt from the requirement to have coverage and will not need to make a shared responsibility payment.
• If you purchased coverage through the Health Insurance Marketplace, you may be eligible for the premium tax credit.
• If you do not have qualifying coverage or an exemption for each month of the year, you will need to make a payment with your return.

If you received a letter from the IRS about your premium tax credit and a copy of your 1095-A or 1095-C, you will need to include it with your tax documents.

If you have any questions, don't hesitate to contact us.