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Tax Appointment checklist

Be sure to upload the following items to your SmartVault account before your appointment.

Just a reminder, if you are unsure about a document, just upload it and we can discuss it together!

  • 1095-A           Health Insurance through NYS Health Exchange
  • 1098              Mortgage or Home Equity
  • 1098-T          Someone in the Household is in College...Login to Student Account
  • 1099-B          Capital Gains
  • 1099-Div       Dividends
  • 1099-G          If you Received Unemployment, Compensation, or Gambling $
  • 1099-Int        Interest Income on Bank Accounts
  • 1099-K          Annual Merchant Services Processed
  • 1099-Misc    Any Other Miscellaneous Source of Income
  • 1099-NEC     If you Received Pay as an Independent Contractor
  • 1099-R          Distribution from a Retirement Account
  • 1099-SA        Social Security Benefits
  • 1099-Q          If you Made Withdrawals from a 529 Education Plan
  • K-1                 Received Income & Expenses from Partnership or S Corp
  • W-2                From Your Employer
  • 5498-SA        Health Savings Account