Items To Bring To Your Tax Appointment
Personal Information
- Proof of Social Security Numbers of all family members including spouse and children and other dependents
- Drivers License of State issued Identification Card
- Divorce Decree or Separation Agreement
- Death Certificate
Employment & Income Information
- W-2 forms
- Unemployment compensation (Form 1099-G)
- Miscellaneous income, including rent (Form 1099-MISC)
- Partnership, S Corporation, & trust income (Schedules K-1)
- Pensions and annuities (Forms 1099-R)
- Social Security/RR1 benefits (Forms RRB-1099)
- Alimony received
- Jury duty pay
- Gambling and lottery winnings (Forms W-2G)
- Prizes and awards
- Scholarships and fellowships
- State and local income tax refunds (Form 1099-G)
Personal/Business Expenses
- Gifts to charity (qualified written statement from charity for any single donations in excess of $250)
- Non-reimbursed expenses related to volunteer work
- Non-reimbursed expenses related to your job (travel expenses, uniforms, union dues, subscriptions)
- Investment expenses
- Job-hunting expenses
- Job-related education expenses
- Child care expenses
- Medical Savings Accounts
- Adoption expenses
- Alimony paid
- Tax return preparation expenses and fees from prior years
Homeowner/Renter Information
- Residential address for the current tax year
- Mortgage interest (Form 1098)
- Sale of your home/real estate (Form 1099-S)
- Interest on second mortgage
- Real estate taxes paid
- Rent paid during tax year
- Moving expenses
Financial Assets
- Interest income statements (Form 1099-INT & 1099-OID)
- Dividend income statements (Form 1099-DIV)
- Proceeds from broker transactions (Form 1099-B)
- Retirement plan distribution (Form 1099-R)
Financial Liabilities
- Auto loans and leases if vehicle used for business – account numbers and car values
- Student loan interest paid
- Early withdrawal penalties on CDs and other time deposits
Automobiles
- Personal property tax information
Self-employment Data
- Business income (Form 1099-MISC and/or personal records)
- Partnership SE income (Schedule K-1)
- Business-related expenses (receipts, other documents & personal records)
- Farm-related expenses (receipts, other documents & personal records)
- Employment taxes & other business taxes paid for current year (personal records)
Miscellaneous Tax Documents
- Federal, state & local estimated income tax paid for current year (estimated tax vouchers, cancelled checks & personal payment records)
- IRA, Keogh and other retirement plan contributions (distinguish between self and employees)
- Records to document medical expenses
- Records to document casualty or theft losses
- Records for any other expenditure that may be deductible
- Records for any other revenue or sales of property that may be taxable or reportable
