CHECKLIST FOR POSSIBLE INCOME
Form W-2: Wage Statements - Please bring all sets received to us
Form W-2G: Lottery or Gambling Winnings
Form 1095-A: ACA Health Ins. Marketplace Statement
Form 1099 MISC: Miscellaneous Income – Rents, etc.
Form 1099-NEC: Non-Employee Compensation – also bring any expenses
Form 1099-R: Pension and retirement income
Form 1099-INT: Interest Income
Form 1099 DIV: Dividend Income/Capital Gains – bring all sets received
Form 1099-G: Government Payments – unemployment, state/local refunds
Form 1099-B: Broker Statements – Sales of Stocks etc. bring all sets
Form 1099-PATR: Taxable Distributions Received from Cooperatives
Form 1099-S: Proceeds from Real Estate Transactions – bring closing statement from sale
Form SSA-1099: Social Security Income
Form 8965: Health Coverage Exemptions
Schedule K-1: Income from Partnerships, S Corps, Trusts, and Estates
CHECKLIST FOR POSSIBLE DEDUCTIONS & CREDITS
Form 1098-T: Tuition Education Fees for AOC. This form comes in the student’s name and must be printed off the student’s college portal found online in the financial aid section.
Form 1098-E: Student Loan Interest Statementthe student’s college portal found online in the financial aid section.
(If you purchase your healthcare through the marketplace, you will need this form.)
Form 1099-SA: Distributions from an HSA, Archer MSA, or Medicare Advantage MSA
Form 5498-SA: Contributions made from HSA, Archer MSA, or Medicare Advantage MSA Information (Form used for informational purposes)
Form 1098: Mortgage Interest Statement
