What to Bring to Your Appointment
Print the Checklist Below
Personal Information
- Name and Contact Information
- Your Social Security Number and Date of Birth
- Dependents' Social Security Numbers and Dates of Birth
- Valid Driver's License or State Issued Identification Card
- Last Year's State and Federal Tax Returns
Income and Tax Information
- Wage Statements (W-2s)
- State Income Tax Refund
- Interest (1099-INT or substitute)
- Dividends (1099-DIV or substitute)
- Stock Sales (1099-B or broker statements)
- Purchase, Refinance or Sale of a Personal Residence
- Sale of Any Business Assets
- Self-Employment Income
- Rental Income
- Gambling or Lottery Winnings
- Pension Income (1099-R)
- Estimated Taxes Paid
- Social Security or Railroad Retirement
- IRA or 401k Distribution
Deductions/Adjustments
- Medical Expenses
- Real Estate and/or Personal Property Taxes
- Mortgage Interest or Rent Paid
- Charitable Contributions
- Employee Business Expenses
- Gambling Losses
- Moving Expenses
- Traditional IRA Contributions
- Higher Education Expenses
Tax Credits
- Child Care Provider/Address and Employer ID Number
- First Time Home Buyer Credit
- Adoption Expenses
- Retirement Savings Contributions Credit
- New Car Sales Tax and/or Sales Receipt
