You may not need every item below. Use this checklist to identify documents that apply to your tax situation.
Do not enter Social Security numbers or images of identification on this page or in email. Those items are requested through our secure process.
Potential documents:
Please provide the complete brokerage tax package, not screenshots of individual transactions unless specifically requested.
If applicable:
Where applicable:
Where applicable:
Potentially:
Listing a document here does not mean the related amount is deductible on your return. Deductibility depends on your circumstances and current law.
Provide records of:
Please provide the payment date and amount. Do not assume Evening Star can identify every payment from prior-year records.
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