• What to Bring

    Wondering what paperwork you need to bring to your tax interview?


    Save time and money by going to your tax interview prepared with all the documents you need.

     What to bring hdr 
     

    List of documents to reference

    1. Wage statements/W-2s
    2. Self-employment business income and expenses/1099-MISC
    3. Commissions received/paid
    4. Pension, retirement income/1099-R
    5. Unemployment income/1099-G
    6. Canceled Debt Amount/1099-C
    7. Social Security income/SSA-1099
    8. IRA contributions
    9. Statements on the sales of stocks or bonds/1099-B
    10. Interest and dividend income /1099-INT/1099-DIV
    11. Lottery or gambling winnings/losses
    12. State refund amount/1099-G
    13. Income and expenses from rentals
    14. Alimony paid or received
    15. Record of purchase or sale of residence
    16. Medical and dental expenses
    17. Real estate and personal property taxes
     
    1. State or local taxes paid
    2. Estimated taxes or foreign taxes paid
    3. Cash and non-cash charitable donations
    4. Mortgage or home equity loan interest paid/1098
    5. Unreimbursed employment-related expenses
    6. Job-related educational expenses
    7. Educator expenses
    8. Tuition and Education Fees/1098-T
    9. Student loan interest/1098-E
    10. Casualty or theft losses
    11. Child care expenses and provider information
    12. Social Security card(s)
    13. Driver's License(s)
    14. Dependants' Social Security numbers and dates of birth
    15. Information concerning your Stimulus payment check
    16. Last year's Federal and State tax return
     

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  • What to Bring

    What to Bring

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