Tax Center

What do I need to file my tax return:
Depending on your situation you will need a variety of documents. In addition to our 2017 tax questionnaire here are some common items you will need.

Income source documents:
 W2 – Wages and salary
 W-2G – Gambling winnings
 1099-R –Retirement Income
 1099-INT – Interest
 1099-DIV – Dividends
 1099-MISC – Miscellaneous income, including self-employment
 1099-G – Government payments
 1099-SA – MSA or HSA distributions
 1099-B – Stock exchanges
 SSA-1099 – Social Security benefits
 Schedule K-1 – Partnership income or loss
 Alimony received

Documents for items you have paid during the year:
 1098 – Mortgage interest
 1098-E – Student loan interest
 1098-T – Tuition
 1095 – Health coverage
 Alimony paid

Records and receipts to document:
 Charitable donations
 Health care expenses
 Mileage reports
 Child care expenses
 Prior year tax return – *new clients only

2018 Questionnaire