Resources
Resources
Tax Document Checklist
To ensure a smooth and accurate tax filing process, please gather the following documents before your scheduled meeting. All documents should be emailed to the Calibridge team at least 2 days before your confirmed appointment.
Personal Information:
• Government issued photo ID
• Social Security Number (SSN) or ITIN
• Social Security numbers for dependents
• Bank account information for direct deposit of your refund
Housing Documents (If Applicable):
•Form 1098 for mortgage interest
•Property tax records
•Home purchase or sale documents
•Rental property income and expense records
Healthcare/ Education Documents:
•Form 1095-A for marketplace insurance
•Form 1095-B or 1095-C for employer health coverage
Education:
•Form 1098-T (tuition statement)
•Student loan interest Form 1098-E
Income Documents:
• W-2 forms from employers
• 1099-NEC for freelance or contract work
• 1099-MISC for miscellaneous income
• 1099-INT for interest income
• 1099-DIV for dividend income
• 1099-B for investment sales
• 1099-R for retirement distributions
• SSA-1099 for Social Security benefits
If you worked independently, you may also need:
• Records of business income
• Records of business expenses
Deduction and Expense Records:
• Charitable donation receipts
• Medical expense receipts
• Childcare expenses
• Business expense receipts
• Work related expenses (if applicable)
Additional Documents (If Applicable):
•Previous year tax return
•Child tax credit or dependent care information
•Estimated tax payments records
•Investment or cryptocurrency transaction records
•Alimony payments or income documentation