APPOINTMENT CHECKLIST

Basics

Income

Employer Jobs: Form W-2s for every job worked in 2024
Independent Contractor: 1099 and itemized list of your expenses Schedule C Expense Sheet
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

Education

Student Loans: Form 1098-E
University/College: Form 1098-T and total for books, parking, and supplies (keep receipts for your records)
Ask parents if they will be claiming you. If yes, give Form 1098-T to parent. If no, ask how many years they have taken the American Opportunity Credit on your behalf.

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

Energy Purchases

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

Investments