Not sure what to have ready for your upcoming tax appointment?

Every tax return is unique to each individual and to each business. In preparation for your tax appointment, the following information contains a list of items to review and complete prior to sharing with your tax preparer, if applicable:

Important items to have

• Identification information, if any changes

• Income & Expense information:

  • W-2’s, Form 1099 Misc, NEC, Int, Div, R, G or other

  • Health Insurance coverage Form 1095 A, B or C

  • Form 1098 for mortgage and/or tuition

  • K1s from partnerships or trusts

  • Records of sale of stocks or bonds

  • Sale or purchase documents for real estate

  • Sale or purchase documents for business assets

  • Donation receipts

If you are meeting with a TBC Tax Team member, you would also need to have completed:

• Credit Card Authorization Form

• TBC Authorization Form: Entity (2021)

• TBC Authorization Form: Individual (2021)

Interested in learning about more products that TBC offers, ask your tax preparer. They’d be happy to help!