What to Bring to an Appointment?

to-do-list-icon-buy-this-icon-for--0-48-1 Here is a simple checklist

IMG_0119 W-2 and/or earnings statements
IMG_0109 Driver’s License
IMG_0111 Last year’s Federal and State tax returns
IMG_0116 Social Security numbers and birth dates of dependents
IMG_0113 Proof of Health Insurance
IMG_0117 Real Estate

  • Real Estate taxes paid
  • Personal Property taxes paid
  • Mortgage or home equity loan interest paid / 1098
  • Record of new home purchase or sale
IMG_0118 State & Local Taxes

  • State or local taxes paid
  • State refund amount / 1099-G
  • Estimated taxes or foreign taxes paid
IMG_011101111 Income Sources

  • Self-employed business income and expenses /.1099-MISC
  • Commissions you received or paid
  • Pension or retirement income / 1099-R
  • Unemployment income / 1099-G
  • Social Security Income / SSA-1099
  • Alimony paid or received
  • Lottery or gambling winnings (If you itemize, even if you have winnings, losses may be listed on Schedule A in your favor
IMG_0120 Savings & Investment

  • IRA contributions
  • Interest and dividend income / 1099-INT or 1099-DIV
  • Statements on stock or bond sales / 1099-B
IMG_0121 Family

  • Medical and dental expenses
  • Child care expenses and provider information
  • Mileage records to doctor appointments
IMG_0122 Work Expenses (Unreimbursed)

  • Uniforms, union dues/expenses, dues to professional societies, licenses and regulatory fees, subscriptions to professional journals/trade magazines, tools/supplies used in your work, occupational taxes, passport for a business trip, travel, transportation, meals, entertainment, gifts and local lodging related to your work
  • Job-related educational expenses
IMG_0123 Education Expenses (Unreimbursed)

  • Classroom expenses for teachers
  • Tuition, books, supplies/equipment needed for a course of study, notebooks, books, education fees, non-academic fees, student activity fees
IMG_0125 Other

  • Charitable donations, cash and non-cash
  • Casualty or theft losses
  • Mileage records for travel to and from Goodwill, Salvation Army, charity event, volunteer work, etc.