**Please Note**
- Energy Credit Extended
- All 1099K need to be reported if received
- Student Loan Debt Cancelled not taxable through 2025
- Mortgage debt forgiven through 2025
What to bring to your appointment:
* W2's
* 1099's
- Retirement
- Miscellaneous Income
- Pensions
- Distributions
- Social Security
- State Refunds
- Unemployment
- Interest From Bank or Investments
- Dividend Statements
- Stock Sales
* Any Income you received through the year
* Donation Receipts or Canceled Checks
(must have letter if over $250 in cash)
* Health Insurance - not required to report unless through
Market Place then we will need the 1095A
* Medical Bills if the total out-of-pocket is 7.5% or more of
your NET income
* Daycare expenditure (Yearly Statement)
* Mortgage interest statement ( 1098 )
* Property Tax receipts
* Student loan interest statements
* Student education payments ( 1098T )
* Gambling winning / losses information
* New clients - copy of previous years return
* Social Security 1099 SSA if Retired
