Preparation for Tax Filing - Dotts Hamilton, Inc

DHEditor - 18 August 2026 - 1:21 pm

What information and tax documents do we need?

To help you prepare for what we need to prepare your taxes, please use the following outline as a guide to the information and documents you may need to bring with you. Feel free to print it out to use as a physical checklist.

If you have any questions about what to bring or need clarification about any of the items listed, please don’t hesitate to call or email us.

Prior years tax return (New Clients)

A “voided” check for any refunds to be direct deposited (Note: The IRS requires direct deposit of your refunds and encourages electronic payment of balances due. Please provide current bank information to ensure timely deposit of your return.)

Driver’s license for both you and your spouse (New Clients)

Depreciation tables from the prior year if you have a business (New Clients)

All social security numbers and date of births of both you and spouse and/or any dependents or new dependents

All W-2s and 1099s (See below for common forms)

IRA / Roth IRA contributions and distributions

Alimony paid or received

Unemployment income

Job related expenses

Tuition fees

Student loan interest

Pension and retirement income

Social security income

Form 1095 (Obama Care)

If you sold securities – cost basis of securities sold

Child care costs

Itemized deductions such as mortgage interest, real estate, other taxes, and charitable contributions

Income and expense information if you have a business.

Common 1099 Forms	What It Reports
Form 1099-NEC	Nonemployee compensation paid to independent contractors, freelancers, or self-employed workers.
Form 1099-MISC	Miscellaneous income, such as rent, prizes, awards, or medical payments.
Form 1099-K	Payments received through credit cards or third-party payment networks, such as PayPal or Venmo.
Form 1099-INT	Interest income earned from savings accounts, investments, and other sources.
Form 1099-DIV	Dividend distributions and capital gain distributions from stocks and other investments.
Form 1099-R	Distributions from pensions, annuities, retirement plans, or IRAs.
Form 1099-B	Proceeds from broker and barter exchange transactions, such as the sale of stocks or securities.
Form 1099-G	Certain government payments, such as unemployment compensation or state tax refunds.
W-2C	Corrected W-2 from employer.
W-2G	Gambling winnings.

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BUSINESS HOURS

Monday 9:30 AM – 4:30 PM
Tuesday 9:30 AM – 4:30 PM
Wednesday 9:30 AM – 4:30 PM
Thursday 9:30 AM – 4:30 PM
Friday 9:30 AM – 4:30 PM
Saturday Closed
Sunday Closed

During Tax Season (First Monday in January to April 15th) we are open 9:00 AM – 5:00 PM Monday thru Friday and closed on weekends.