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Preparing For your Tax Interview
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