What To Bring To Your Tax Appointment

What To Bring To Your Tax Appointment

Documents You Should Bring To Your Tax Appointment

To assist your tax preparer in preparing the most accurate return, we have listed below information/forms that are required to be reported if applicable.

  • Social Security Card(s)
  • Driver’s License(s)
  • Dependents’ Social Security Numbers & Dates of Birth
  • Last Year’s Federal and State Tax Returns
  • Wage Statements (W-2)
  • Pension or Retirement Income  (1099-R)
  • Interest and Dividend Income  (1099- INT/DIV)
  • State Income Tax Refund Amount  (1099-G)
  • Social Security Income (SSA)
  • Unemployment Income (1099-G)
  • Commissions Received/Paid (1099-Misc)
  • Sales of Stocks or Bonds (1099-B)
  • Self-Employed Business Income & Expenses
  • Income and Expenses from Rentals
  • Lottery or Gambling Winnings and Losses
  • Income from Partnerships, S Corporations, Trusts, and Estates
  • IRA Contributions
  • Alimony Paid or Received
  • Child Care Expenses and Provider Address, and EIN
  • Medical, Eye Care, and Dental Expenses
  • Cash and Non-cash Charitable Donations
  • Record of Purchase or Sale of Residence
  • Mortgage or Home Equity Loan Interest Paid
  • Real Estate and Personal Property Taxes Paid
  • State or Local Sales Taxes Paid
  • Qualified Motor Vehicle Taxes
  • Unreimbursed Employment-Related Expenses
  • Job-Related Educational Expenses
  • Tuition and Education Fees
  • Student Loan Interest
  • Casualty or Theft Losses
  • Estimated Taxes

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