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    • Home
    • Appointment Checklist
    • Expense Sheet
    • IRS
    • Remote Filing
  • Home
  • Appointment Checklist
  • Expense Sheet
  • IRS
  • Remote Filing

Appointment Checklist

Basics

- VALID ID/DRIVERS LICENSE

- Direct Deposit: Routing and bank account number

Income

- Employer Jobs: Form W-2s for every job worked in 2024

- Unemployment or Paid Family Leave: Form 1099-G

- Social Security: Form 1099-SSA

- Gambling Winnings: Form W2-G 

Business Owners

- Independent Contractor: 1099 and itemized list of your expenses Schedule C Expense Sheet

Health Care

- Medical, Medicare or insurance through your employer: Form 1095

- Covered California: Form 1095-A (MANDATORY)

- Marketplace Insurance: Form 1095-A (MANDATORY)

Education

- Student Loans: Form 1098-E

- University/College: Form 1098-T, books, parking, and supplies

Dependents

- Newborn: His/her social security card

- Dependents: Proof of residency (Must be from doctor, school or Form 1095 from health insurance)

- Daycare: Federal ID number, name, address, phone number, and amount 

- Paid Family Leave: Form 1099-G

Homeowners

- Homeowner: 1098 mortgage interest statements and property taxes Schedule A Expense Sheet

- Rental Properties: Income and itemized list of expenses Schedule E Expense Sheet

- Bought, Sold, or Refinanced Home: Final closing statement from escrow

- Sold Home: Purchase price and purchase date of home

- Bought Car: Purchase agreement (553)

- Total Out of Pocket Medical Expenses: Keep receipts for your records

- Total Donations: Keep receipts for your records

- Car Registrations

Energy Purchases

- Solar Panels: Bill of sale

Investments

- HSA Distribution: Form 1099-SA

- HSA Contribution: Last paystub of 2024 with year-to-date totals. 

- Crypto Trading: Form 1099-B (know your cost basis)

- Stock Sales: Form 1099-B

- Interest Income: Form 1099-INT

- Dividend Income: Form 1099-DIV

- 401K/IRA Cash Out: Form 1099-R

- Pension Distribution: Form 1099-R

- S-Corporation: Forms K-1 and 7203

- LLC/Partnerships: Form K-1

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