What other documents does my tax turbo expert need besides my w2s and dependents identification socials?

Mommysgirl16 · ‎January 5, 2025

I’m lost on what other documents they would need since I’ve used turbo tax for the past 4 years they have all my info bland I uploaded this years w2s

xmasbaby0 · ‎January 5, 2025

No one in this forum can see any of your information, so we have no idea what other information you might need to provide to your expert. We do not know if you will receive any of the over a dozen kinds of 1099's, any documents from colleges, mortgage lenders, retirement income, rental income, etc. etc. etc. You will need to communicate with your expert to see what else you need to send in to them.

https://ttlc.intuit.com/questions/4124827-how-do-i-connect-with-a-tax-expert-in-turbotax-live

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**

xmasbaby0 · ‎January 5, 2025

TAX PREP CHECKLIST

https://turbotax.intuit.com/tax-tips/tax-planning-and-checklists/tax-preparation-checklist/L7LHiDqGJ

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**

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What other documents does my tax turbo expert need besides my w2s and dependents identification socials?