DOCUMENTS TO BRING
Not sure what you need to bring to your tax interview or prepare your tax return?
Below is a list of documents to save you time and hassle. Be sure to go through the list before your appointment or sending documents:
Basic Documents:
Social Security card(s)
Government Issued ID (Driver’s License, State ID, Military ID, Passport, etc)
Dependents’ Social Security Numbers and Dates of Birth
Last year’s Federal and State tax return
Tax Return Documents:
Income
Wage statements (W-2s)
Self-employment business income and expenses (1099-MISC)
Income and expenses from rentals
Pension, retirement income (1099-R)
IRA contributions
Unemployment income (1099-G)
State refund amount (1099-G)
Canceled Debt Amount (1099-C)
Social Security income/SSA (1099)
Commissions received/paid
Statements on the sales of stocks or bonds (1099-B)
Interest and dividend income (1099-INT/1099-DIV)
Alimony paid or received
Record of purchase or sale of residence
Deductions
Medical and dental expenses
Real estate and personal property taxes
State or local taxes paid
Estimated taxes or foreign taxes paid
Cash and non-cash charitable donations
Mortgage or home equity loan interest paid/1098
Unreimbursed employment-related expenses
Job-related educational expenses
Educator expenses
Tuition and Education Fees (1098-T)
Student loan interest (1098-E)
Casualty or theft losses
Child and Dependent Care expenses and provider information
Lottery or gambling winnings/losses
Click here for the 2019 Tax Organizer.
Please type in your data using a PDF reader.
For a PDF reader please visit www.foxitsoftware.com or www.adobe.com.
