If you have any of the items listed below available, bring them to your tax interview and let us prepare your income tax return that results in an accurate return.
· Social Security Card(s)
· Dependents’ Social Security Numbers 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
· Information on sales of Stocks or Bonds - Form 1099-B
· Self-Employed Business Income & Expenses - Form 1099-MISC
· Lottery or Gambling Winnings - Form W-2G
· Income and Expenses From Rentals
· Income from Partnerships, S Corporations, Trusts, and Estates - Schedule K-1
· IRA Contributions
· Alimony Paid or Received
· Child Care Expenses & Provider Information
· Medical, Eye Care, and Dental Expenses
· Cash and Noncash Charitable Donations
· Record of purchase, sale or refinance 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
· Educator Expenses
· Tuition and Education Fees - Form 1098-T
· Student Loan Interest - Form 1098-E
· Casualty or Theft Losses
· Estimated Taxes
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