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What To Bring

Drivers Liscense
Social Security Card
Dependents Social Security Number and Birth Dates
Wage Statements (W-2)
Social Security / Unemployment income
Retirement Income, Pensions, Commissions
Self Employed business income 1099- MISC
State Refund amount
Interest or dividends / 1099-INT / 1099-DIV
Sales of stocks or bonds Statement 1099-B
Lottery or gambling winning / losses

Income from rentals
Record of purchase or sale of residence
Job related educational expenses
Child care expenses and providers information
Mortgage or home equity loan paid / 1098
Real estate and personal property taxes
Unreimbursed employment-related expenses
Cash and non cash charitable donations
Estimated taxes or foreign taxes paid
Medical and dental expenses