WHAT TO BRING

Following is a list of the most commonly needed documents in order to prepare your tax returns. If you have any questions do not hesitate to contact our offices:

Personal Information

• Social Security Numbers (including spouse and children)
• Child care provider tax I.D. or Social Security Number
• A voided check if you want direct deposit of your refund

Employment & Income Information

• W-2 forms for this year
• 1099's if applicable

Homeowner/Renter Information

• Residential address(es) for this year
• Mortgage interest: Form 1098
• Sale of your home or other real estate: Form 1099-S
• Second mortgage interest paid
• Real estate taxes paid
• Rent paid during tax year
• Moving expenses

Financial Assets

• Interest income statements: Form 1099-INT & 1099-OID
• Dividend income statements: Form 1099-DIV
• Proceeds from broker transactions: Form 1099-B
• Tax Refunds & unemployment compensation: Form 1099-G
• Miscellaneous income including rent: Form 1099-MISC
• Retirement plan distribution: Form 1099-R

Financial Liabilities

• Auto loans and leases (acct # and car value) if vehicle used for business
• Student loan interest paid
• Automobiles
• Personal property tax information
  

Expenses

• Gifts to charity (receipts for any single donations of $250 or more)
• Un-reimbursed expenses related to volunteer work
• Un-reimbursed expenses related to your job (travel expenses, uniforms, union dues, subscriptions)
• Investment expenses
• Job-hunting expenses
• Education expenses
• Child care expenses
  

Self-Employment Data

• K-1s on all partnerships
• Receipts or documentation for business-related expenses
  
  

Deduction Documents

• State & local income tax: your prior and current year estimated tax vouchers
• IRA contributions
• Medical expenses
• Casualty or theft losses
• Other miscellaneous deductions