What to Bring?

Save time by coming to your tax interview prepared

Prepartion is the ultimate time saver!

Save time and money by brining as much information as you can to your tax interview. Review the list below.

List of References

  1. Wage statements/W-2s
  2. Self-employment business income and expenses/1099-MISC
  3. Commissions received/paid
  4. Pension, retirement income/1099-R
  5. Unemployment income/1099-G
  6. Canceled Debt Amount/1099-C
  7. Social Security income/SSA-1099
  8. IRA contributions
  9. Statements on the sales of stocks or bonds/1099-B
  10. Interest and dividend income /1099
  11. INT/1099-DIV
  12. Lottery or gambling winnings/losses
  13. State refund amount/1099-G
  14. Income and expenses from rentals
  15. Alimony paid or received
  16. Record of purchase or sale of residence
  17. Medical and dental expenses
  18. Real estate and personal property taxes
  19. State or local taxes paid
  20. Estimated taxes or foreign taxes paid
  21. Cash and non-cash charitable donations
  22. Mortgage or home equity loan interest paid/1098
  23. Unreimbursed employment-related expenses
  24. Job-related educational expenses
  25. Educator expenses
  26. Tuition and Education Fees/1098-T
  27. Student loan interest/1098-E
  28. Casualty or theft losses
  29. Child care expenses and provider information
  30. Social Security card(s)
  31. Driver’s License(s)
  32. Dependants’ Social Security numbers and dates of birth
  33. Last year’s Federal and State tax return

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What to Bring?

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