What to Bring

Preparing For your Tax Interview

 

  • Name
  • Date of Birth
  • Social Security Card or Tax ID
  • Last Year’s Tax Return
  • Valid Driver’s License

 

 

 

  • W-2’s
  • Interest (1099-INT)
  • Dividend Slips (1099-DIV)
  • Stock Sales (1099-B)
  • Self-Employment Income and Expenses
  • Sale of Real Estate
  • Rental Income and Expenses
  • Sale of any Business Assets
  • Gambling or Lottery Winnings (W-2G)
  • State Income Tax Refund (1099-G)
  • Pension Income (1099-R)
  • Estimated Taxes Paid
  • Social Security or Railroad Retirement (SSA-1099 or RRB-1099)
  • IRA or 401(k) Distribution (1099-R)
  • Unemployment Compensation (1099-G)
  • Miscellaneous Income (1099-MISC)

 

 

  • Medical Expenses
  • Real Estate or Personal Property Taxes
  • Mortgage Interest
  • Charitable Contributions
  • Gambling Losses
  • Traditional IRA Contributions
  • Higher Education Expenses
  • Educator Expenses
  • Student Loan Interest

 

  • Child Care Provider Info
  • Adoption Expenses
  • Retirement Savings Contributions Credit

 

 

Click here to download the complete list