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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


  • 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