Whether you are scheduling an in-person appointment, or simply dropping your taxes off, use the list below to ensure you provide the necessary documents. If you are new to Brookside, please see the "New to Brookside" button for additional information.

Please include the following applicable items:

• Forms W2, W2G
• Forms 1099-INT, 1099-DIV, 1099-OID,1099-G (unemployment), 1099-MISC, 1099-R
• SSA-1099 for Social Security Income
• Form 5498 (IRA contributions)
• Form 1098 or other mortgage interest statements (if itemizing)
• Form 1098-T (From educational institutions)
• Schedules K-1
• Year-end Brokerage Statements
• Documentation of Rental Income/Expenses
• Documentation of Paid Medical Expenses (if itemizing)
• Documentation of Paid Child Care Expenses
• Documentation of Self-Employment Income/Expenses
  

Did you know that we do more than taxes? Check out our additional services below:

If your information has changed:

• If your contact information has changed (such as your phone number, email or address), please include a note referencing the new information.
  
  
• If your bank account information has changed, and you intend to have your refund direct deposited, please include a copy of a voided check for the new bank account.

Items to Include With Your Tax Documents