Frequently Asked Questions

What documents do I need to file a tax return?

The following is a general list of documents typically needed for tax preparation. Some situations require different documents. Please contact your tax preparer with specific questions regarding special situations:

  • W-2
  • All 1099 and 1098 forms
  • Health Insurance Coverage Information (including form 1095 issued by the insurance provider)
  • Year end investment statements
  • K-1 forms
  • Any records of debt forgiveness
  • Form 1098T for college tuition and fees and a print-out of the student’s account from the school’s financial office
  • The amount estimated tax payments made
  • Property tax bills
  • Receipts for charitable giving (The charity must have 501c(3) status)


Avantax affiliated advisors may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.

Securities offered through Avantax Investment ServicesSM, Member FINRA, SIPC. Investment advisory services offered through Avantax Advisory ServicesSM. Insurance services offered through an Avantax affiliated insurance agency.

The Avantax family of companies exclusively provide investment products and services through its representatives. Although Avantax Wealth ManagementSM does not provide tax or legal advice, or supervise tax, accounting or legal services, Avantax representatives may offer these services through their independent outside business.

This information is not intended as specific tax or legal advice. Please consult our firm and your legal professional for specific information regarding your individual situation.

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