Thank you for taking the time to complete this questionnaire. Your submission has been received.  You may upload your tax source documents to your Vault using the link below. Upload to the folder TY2018, Client Source Documents.

Below is a list of common source documents to consider. Note that some may not apply to you. If you were a client last year, your tax organizer will show you items more specific to you. This document can be found in your Vault, in the folder TY2018, Client Organizer.

  • Form(s) W-2 for wages

  • Form(s) 1099 for interest, dividends, gains/losses

  • Schedule(s) K-1 for partnership and s corporation interests

  • Closing statements from real estate transactions

  • Listing of income and expenses from sole proprietorship businesses

  • Listing of income and expenses from rental properties

  • Record of alimony paid or received

  • Record of IRA contributions made

  • Form(s) 1098 for mortgage interest paid

  • Record of real estate taxes paid

  • Record of DMV fees paid

  • Record of donations made (cash and property)

  • Form(s) 1095 from health insurance coverage