What you should bring to your appointment

what_you_should_bring_to_your_appointment.pdf
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The Basics

  • All W-2s
  • Social Security card(s)
  • Social Security numbers and birth dates of dependents
  • Last year's Federal and State tax returns (new customers only)
  • Proof of health insurance (including insurance company name and subscriber number)

Real Estate

  • Real estate taxes paid
  • Personal property taxes paid
  • Mortgage or home equity loan interest paid / 1098
  • Record of new home purchase or sale
  • Rental income and expenses
  • Repayment of the First-Time Homebuyer Credit/form 5405

State Taxes

  • State taxes paid
  • State refund amount / 1099-G
  • Estimated taxes or foreign taxes paid

Income Sources

  • Self-employed business income and expenses / 1099-MISC
  • Commissions you received or paid
  • Pension or retirement income / 1099-R
  • Unemployment income / 1099-G
  • Social Security Income / SSA-1099
  • Alimony paid or received
  • Lottery or gambling winnings/losses

Savings & Investments

  • IRA contributions
  • Interest and dividend income / 1099-INT or 1099-DIV
  • Statements on stock or bond sales / 1099-B
  • HSA Contribution
  • HSA/MSA Distribution/Form 1099-SA

Family

  • Medical and dental expenses
  • Child care expenses and provider information
  • Mileage records to doctor appointments

Work Expenses (Unreimbursed)

  • Uniforms, union dues/expenses, dues to professional societies, licenses and regulatory fees, subscriptions to professional journals/trade magazines, tools/supplies used in your work, occupational taxes, passport for a business trip, travel, transportation, meals, entertainment, gifts and local lodging related to your work.
  • Job-related educational expenses

Education Expenses (Unreimbursed)

  • Classroom expenses for teachers
  • Tuition / 1098-T
  • Books, supplies/equipment needed for a course of study, notebooks, ebooks, education fees, non-academic fees, student activity fees, athletic fees.
  • Student loan interest / 1098-E

Other

  • Charitable donations, cash and non-cash
  • Casualty or theft losses
  • Mileage records for travel to and from Goodwill, Salvation Army, charity events, volunteer work, etc.