What to bring to your tax appointment

Bring what applies to you. Not sure? Bring it anyway.

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IncomeW-2s, 1099s, K-1s and records of side income.
HomeMortgage interest (1098), property tax and rental income and expenses.
FamilyChildcare costs with the provider's tax ID, and education forms (1098-T).
HealthMarketplace insurance form (1095-A) and HSA forms.
GivingReceipts for charitable donations.
Last yearLast year's return, if you're new to us.

Planning together

Bring your questions too. That's what the appointment is for.