Document checklist

A general list of what to gather before your return is prepared. Not every item applies to everyone; once we work together, you'll get a questionnaire for your situation through the client portal. Please upload documents to the portal rather than sending them by email.

Income

• Form W-2 from every employer
• Forms 1099 for interest, dividends, brokerage sales, retirement distributions and self-employment income
• Social Security benefit statement (Form SSA-1099), if you receive benefits

Stock compensation

• Form 1099-B from your equity-plan broker
• The broker's supplemental or adjusted cost basis statement
• Vest confirmations or a vesting history report
• Form 3922 for ESPP purchases, and records of any stock option exercises

Everything else

• Last year's federal and state returns
• Income and expense records for a rental property or a business
• Records of where you lived and worked during the year, if you moved
• Any letter from the IRS or a state tax agency