Please have the following information ready for your appointment:
W-2s / Wage statements
1099-Misc / Miscellaneous income statement used for commissions, self-employed, prizes, etc.
1099-R / Pension and Retirement income statements
1099-INT / Interest income statements
1099-DIV / Dividend income statements
1099-B / Proceeds from Sale of stocks/property
1099-G / Lottery & Gambling Winnings statement
Social Security statements and Unemployment statements
State Refund statement (if applicable)
Self-employed business income & expenses
Rental income and expenses
Alimony paid or received
Record of Purchase or Sale of residence or investment property
Any K-1s from Partnerships, S-Corporations, Estates, or Trust
Medical & Dental expenses
1098 – Mortgage statements for all mortgages and home equity loans
Real Estate & Personal Property tax statements (may be located on form 1098 above)
Estimated tax payments and any foreign taxes paid
Cash/Check/Credit Card & Non-cash charitable donations
Unreimbursed employment related expenses
Educational expenses for yourselves & your dependents
Childcare expenses & provider information
Other information you may need:
Social security cards for you and your dependents and date of birth for each
Last Year’s tax return
Banking information for direct deposit of your refund.