Sanders Tax Service


  • W-2's
  • Mortgage interest/property tax statements (form 1098) (Iowa only)
  • 1099's (R-retirement fund, INT-interest income, DIV-dividends, MISC-miscellaneous, G-government/unemployment, SSA-social security statement, B-stock sales- (need cost basis)
  • Copy of vehicle registration(s) - Iowa only
  • Bank information-Routing# and Account #
  • HSA-health savings account
  • K-1's-corporations
  • W-2G-gambling income - Iowa only
  • Tuition statements or interest on tuition (form 1098-T)
  • Childcare information-Name of caregiver, SSN/EIN, address and amount paid
  • Marketplace Insurance form (1095A)

Information needed but we DON'T need the paperwork/receipts:


  • Donations-need totals (cash and goods separated)
  • Medical insurance paid (outside of payroll deduction and medicare on your SSA statement)
  • Long term care insurance
  • Medical bills/prescriptions (out-of-pocket)
  • Medical miles
  • IRA contributions