What to bring to your appointment: (this is a general list only)
Personal Information of Each Member
- Name
- Date of Birth
- Social Security Card/ITIN/ATIN
- Last year’s return
- Proof of Identification (Driver License, Government Issued Photo ID)
Deductions and Adjustments (Expenses Paid)
- Medical Expenses
- Mortgage Interest
- Charitable Contributions (Click here for a donation worksheet)
- Employee Business Expenses (only a deduction on some state returns)
- Gambling Losses
- Higher Education Expenses
- Educator Expenses
- Student Loan Interest
Income and Tax Information
- W-2’s
- Pension Income (1099-R)
- Social Security or Railroad Retirement (SSA-1099 or RRB-1099)
- IRA or 401(k) Distribution (1099-R)
- Unemployment Compensation (1099-G)
- Gambling or Lottery Winnings (W-2G for some winnings)
- Interest (1099-INT or substitute)
- Dividend Statements (1099-DIV or substitute)
- Stock Sales (1099-B or broker statement)
- Self-Employment Income and Expenses
- Rental Income and Expenses
- Sale of any Business Assets
- State Income Tax Refund (1099-G)
- Estimated Taxes Paid
- Sale of a Personal Residence
- Cancellation of Debt (1099-C)
- Miscellaneous Income (1099-MISC)
- Information needed for tax credits
- Childcare Provider Address and Employer ID number (EIN) or Social Security Number (SSN)
- Adoption Expenses
- Retirement Saving Contributions
- Tuition Statement (1099-T)
- Certificate of Rent Paid (CRP-state only)