What to bring to your tax interview

(where applicable for your personal situation)

• Social Security Cards
• Drivers License(s)
• Dependents' Social Security Numbers and dates of birth
• Wage Statements (W-2)
• Last Years Return (New Client's Only)
• Pension, Retirement income,1099-R(s)
• Interest and dividend income commissions
• Sales of stocks or bonds
• Self-employed business income & expenses
• Lottery or Gambling winnings/losses (W-2G)
• State Tax Refund (1099-G)
• Social Security\unemployment income (SSA-1099)
• Rental Property Income and expenses
• Alimony paid or recieved
• Record of purchase or sale of residence
• Medical and dental expenses
• Real estate and personal property taxes
• Estimated Taxes or foreign taxes paid
• Cash and non-cash charitable contributions
• Mortgage or home equity loan intrest paid
• Un-reimbursed job related expenses
• Job related educational expenses
• Child care expenses and provider information
• Education expenses (if any)
• Moving expenses (if any)