Below is a list of  documents that is you have, you will need to upload into Intuit ProConnect or bring to your Tax Preparation appointment.

• W2 from your employer(s).
• 1099-INT from your financial institution(s).
• 1099-DIV from your financial institution(s).
• 1099-R from your pension or retirement provider(s).
• W2G from your gambling winnings.
• SSA-1099 from Social Security Administration.
• RRB-1099 from US Railroad Retirement Board.
• 1099-MISC from your other income sources.
• Unemployment compensation 1099-G from the government.
• State refund 1099-G from the government.
• 1099-Q from qualified education program(s).
• Income and expenses for your business(es).
• Consolidated 1099 or 1099-B from your broker or barter transaction(s).
• Rental income and expenses.
• Farm income and expenses.
• K1 from your pass-through entities.
• Student loan interest form 1098-E from your student loan servicer(s).
• Mortgage interest statement from your bank or mortgage lender.
• Charitable contribution statement(s) from your charity organization(s).
• Health/medical savings distribution form, from your bank or financial institution.
• Tuition statement from your college or post-secondary education institution(s).
• 1095-A from Health Insurance Marketplace.