Next we'll need you to scan and upload any applicable tax documents such as:

  • Prior year tax-return, both federal and state.

  • W-2s - Employment Income

  • 1099-Int - Interest Income

  • 1099-Div - Dividend Income

  • 1099-B - Investment transactions

  • 1099-R - Retirement income

  • 1099-SA - Social Security income

  • 1099-Misc - Income from Self-Employment or Contract Labor

  • 1098 - Mortgage Interest Statement