What to Bring

Social Security Card(s)
Driver’s License(s)
Dependents’ Social Security Numbers, and/or ITIN's
Dependents' Dates of Birth
Last Year's Federal and State Tax Returns
Wage Statements - Form W-2
Pension or Retirement Income - Form 1099-R
Interest and Dividend Income - Form 1099-INT/Form 1099-DIV
State Income Tax Refund Amount - Form 1099-G
Social Security Income - Form SSA-1099
Unemployment Income - Form 1099-G
Commissions Received/Paid
Information on Sales of Stocks or Bonds - Form 1099-B
Self-Employed Business - Form 1099-MISC
Lottery or Gambling Winnings - Form W-2G
Lottery or Gambling Losses
Income and Expenses From Rentals
Income from Partnerships, S Corporations - Schedule K-1
IRA Contribution
Alimony Paid or Received
Child Care Expenses & Provider Information
Medical, Eye Care, and Dental Expenses
Cash and Noncash Charitable Donations
Record of Purchase or Sale of Residence
Mortgage or Home Equity Loan Interest Paid - Form 1098
Real Estate and Personal Property Taxes Paid
State or Local Sales Taxes Paid
Unreimbursed Employment-Related Expenses
Job-Related Educational Expenses
Tuition and Education Fees - Form 1098-T
Student Loan Interest - Form 1098-E
Casualty or Theft Losses
Estimated Taxes
Foreign Taxes Paid