First year doing taxes with a TurboTax professional

[Aharmon2]

Hello!
When is a good time/What documentation will I need when filing taxes with a turbo tax professional for the first time? For reference:

I purchased a home that I rent out

have a stock portfolio with dividends

have a LLC that I'd like to file expenses from the rental property.
Thank you!

[SwapnaM]

@Aharmon2 Thanks for the question!!

Full service (the TurboTax expert prepares the return for you) is closed for tax year 2022. For Tax year 2023 you can opt for Full service the beginning of January.

Based on what you have mentioned, these are the documents that will be required:

Copy of 2022 tax return, Driver License Copy &  proof of address.

For the rental: at least one of these documents

• 1099-MISC , 1099-NEC , 1099-K , or,
• A picture or file showing total income and expenses(mortgage/ property taxes) for their rental or business 
• The purchase document for the rental to calculate the basis for the rental.

For the Stock: 1099-B or 1099 consolidated ; broker statements.

NOTE: This is not a definite list. The Tax prep Assistant & the Tax expert assigned will make the final decision as to what all documents are needed.