What To Bring With You:

• Social Security Card(s)
• Drivers License(s)
• Dependents' Social Security Numbers and dates of birth
• Wage Statements - W2(s)
• Last Year's Federal and State Tax Returns
• Retirement or Pension Income - Form 1099R
• Interest and Dividend Income - Form 1099-Int/Form 1099-Div
• State Income Tax Refund Amount - Form 1099-G
• Social Security Income - Form SSA - 1099
• Unemployment Income - Form 1099G
• Commissions Received/Paid
• Sales of Stocks or Bonds - Form 1099B
• Self-Employed Business Income & Expenses - Form 1099-Misc
• Lottery or Gambling Winnings/(Losses) - Form W-2G
• Income and Expenses from Rentals, Partnerships, S-Corps, Trusts & Estates - Sch K-1
• IRA Contributions - Traditional or Roth
• Alimony Paid or Received
• Child Care Expenses and Provider Information
• Medical and Dental Expenses
• Cash and Non-Cash Charitable Donations
• Mortgage or Home Equity Loan Interest Paid - Form 1098
• Real Estate and Personal Property Taxes Paid
• State and Local Sales Tax Paid
• Unreimbursed Employment or Job Related Expenses
• Educator Expenses
• Tuition and Education Fees - form 1098-T
• Job Related Education Expenses
• Student Loan Interest - Form 1098-E
• Educator Expenses
• Foreign Taxes Paid
• Casualty or Theft Losses
• Estimated Taxes Paid

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