Your booking has been confirmed. Please be sure to bring the following items to your appointment:

Personal Information

• Your social security number or tax ID number.
• Your spouse’s full name, social security number or tax ID number, and date of birth.
• Identity Protection PIN, if one has been issued to you, your spouse, or your dependent by the IRS.
• Routing and account numbers to receive your refund by direct deposit or pay your balance due.

Dependent(s) Information

• Date of birth and social security numbers or tax ID numbers
• Childcare records (including the including the provider’s tax ID number) if applicable.
• Income of dependents and other adults in your home
• Form 8332 showing the child’s custodial parent is releasing their right to claim a child to you, the noncustodial parent (if applicable)

Sources of Income

Employed

• Form W2

Unemployed

• Unemployment (1099-G)

Self-Employed

• Forms 1099, Schedule K-1, income records to verify amounts not reported on 1099-Misc, or 1099-NEC
• Records of all expenses
• Buisness-use asset information for depreciation
• Home office information, if applicable.
• Record of estimated tax payments made (1040-es)

Rental Income

• Pension/IRA/annuity income (1099-R)
• Traditional IRA basis
• Social security SSA-1099

Savings & Investments or Dividends

• Interest, dividend income (1099-INT, 1099-OID, 1099-DIV)
• Income from sales of stock or other property (1099-B, 1099-S)
• Health Savings Account and long-term care reimbursements (1099-SA, 1099-LTC)
• Expenses related to your investments
• Record of estimated tax payments made (Form 1040-ES)
• Transactions involving cryptocurrency (virtual currency)

Other Income & Losses

• Payment card and third party network transactions 1099-K
• Gambling Income W-2G, (as well as expenses records)
• Jury duty records 
• Hobby income and expenses
• Prizes and awards 
• Trust Income
• Royalty Income 1099-MISC
• Any other 1099 received
• State tax refund

Deductions

Home Ownership

• Forms 1098 or other mortgage interest statements
• Real estate and personal property tax records
• Receipts for energy-saving home improvements (e.g., solar panels, solar water heater)
• All other 1098 series forms

Charitable Donations

• Cash amounts donated to houses of worship, schools, other charitable organizations
• Records of non-cash charitable donations
• Amounts of miles driven for charitable or medical purposes

Medical Expenses

• Amounts paid for healthcare, insurance, and to doctors, dentists, and hospitals
• Amounts paid for qualified insurance premiums if paid outside of the Marketplace or an employer provided plan

Health Insurance

• Form 1095-A if you enrolled in an insurance plan through the Marketplace (Exchange)

Childcare Expenses

• Fees paid to a licensed day care center or family day care for care of an infant or preschooler
• Amounts paid to a baby-sitter or provider care of your child under age 13 while you work
• Expenses paid through a dependent care flexible spending account at work

Educational Expenses

• Forms 1098-T from educational institutions
• Receipts that itemize qualified educational expenses
• Records of any scholarships or fellowships you received
• Form 1098-E if you paid student loan interest

K-12 Educator Expenses

• Receipts for classroom expenses (for educators in grades K-12)

State and Local Taxes

• Amount of state and local income or sales tax paid (other than wage withholding)
• Invoice showing amount of vehicle sales tax paid and / or personal property tax on vehicles

Retirement & Other Savings

• Form 5498-SA showing HSA contributions
• Form 5498 showing IRA contributions
• All other 5498 series forms (5498-QA, 5498-ESA)

Federally Declared Disaster

• City/county you lived/worked/had property in
• Records to support property losses (appraisal, clean-up costs, etc.)
• Records of rebuilding/repair costs
• Insurance reimbursements/claims to be paid

FEMA assistance information

Check the FEMA website to see if your county has been declared a federal disaster area

Thank you for choosing Jacobwise and we can’t wait to meet you!