This list contains all of the documents typically required in order to file your tax return. Do your best to gather all of the documents listed below and if you are unsure of anything give us a call.

Please send us these documents or upload them to your SmartVault!

Tax Return

Copy of last years tax return if available.


Social Security Card(s) – Driver License(s)

Dependents Info

Dependents Social Security Numbers & Date of Birth


Form received by your employer for wages earned in year


Interest and Dividends Statements - Form 1099INT and Form 1099DIV


Pensions, IRA or Retirement Statements – Form 1099R


State Refund or Unemployment – Form 1099G

Social Security

Social Security Income

Stock Sales

Stock Sales Information - Form 1099B (Also date of purchase, number of share and cost per share)


Self Employed Business/Farm Income and Expenses – Form 1099MISC


Lottery or Gambling Winnings or Loses Form W-2G

*I accept Visa, MasterCard, Discover, Cash, Check, PayPal. I charge a 3% Surcharge for Credit Card Payment. 

Debbies Tax Facts

Phone: 763-420-5572

7232 Vinewood Lane N
Maple Grove, MN 55311 


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