Checklist of things to bring
- Last year's tax return (new client)
- Social security numbers and dates of birth for dependents
- W-2 forms for wages
- 1099 forms for interest, dividends, retirement, social security, unemployment, and other income
- Year end statements from mutual funds
- K-1 forms from partnerships, corporations, and estates
- Rental or self employment income and expense
- Purchase and sale information for anything sold during the year
- All other statements of income
- IRA year end statements
- Medical expenses
- Records of estimated taxes paid
- Property tax statements
- 1098 forms for mortgage or student loan interest
- Donations of money to charity
- Fair market value of donations of property to charity
- Volunteer expenses and mileage
- Amounts paid for higher education, Form 1098-T and 1099-Q for any withdrawal of 529 college savings funds
- Child care provider's name, address, social security number, and amount paid
- Cancelled checking/savings slip (for direct deposit/direct debit information)
- Gambling losses (up to amount of winnings)
- If self employed, business milage, total miles driven for the year, total commute miles. Vehicle purchase/lease documents. Vehicle expenses.
Tax Topics
Checklist of things to bring
What do I need to bring to my tax appointment?