Following is a list of the more common items you should bring if you have them.
- – Wage statements (Form W-2)
- – Pension, or retirement income (Forms 1099-R)
- – Form to verify health insurance coverage (Form 1095)
- – Dependents’ Social Security numbers and dates of birth
- – Last year’s tax return. If we did your taxes last year we have it but it is a good practice to bring it anyway
- – Information on education expenses
- – Information on the sales of stocks and/or bonds
- – Self-employed business income and expenses
- – Lottery and/or gambling winnings and losses
- – State refund amount
- – Social Security and/or unemployment income
- – Income and expenses from rentals
- – K-1’s from any Partnerships , S-Corps or Trusts
- – Record of purchase or sale of real estate
- – Medical and dental expenses
- – Real estate and personal property taxes
- – Estimated taxes or foreign taxes paid
- – Receipts for cash and non-cash charitable donations
- – Mortgage or home equity loan interest paid (Form 1098)
- – Unreimbursed employment-related expenses
- – Job-related educational expenses
- – Child care expenses and provider information. You will need the address and either their EIN or SSN.
- – And any other items that you think may be necessary for your taxes. Generally a good rule of thumb is if you are not sure if you need a document bring it.