Individual Tax

What to bring to your tax preparationWhat to Bring

Trying to remember all you must bring to your tax interview?

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List of documents to reference

  • Wage statements/W-2s
  • Self-employment business income and expenses/1099-MISC
  • Commissions received/paid
  • Pension, retirement income/1099-R
  • Unemployment income/1099-G
  • Canceled Debt Amount/1099-C
  • Social Security income/SSA-1099
  • IRA contributions
  • Statements on the sales of stocks or bonds/1099-B
  • Interest and dividend income /1099-INT/1099-DIV
  • Lottery or gambling winnings/losses
  • State refund amount/1099-G
  • Income and expenses from rentals
  • Alimony paid or received
  • Record of purchase or sale of residence
  • Medical and dental expenses
  • Real estate and personal property taxes
  • State or local taxes paid
  • Estimated taxes or foreign taxes paid
  • Cash and non-cash charitable donations
  • Mortgage or home equity loan interest paid/1098
  • Unreimbursed employment-related expenses
  • Job-related educational expenses
  • Educator expenses
  • Tuition and Education Fees/1098-T
  • Student loan interest/1098-E
  • Casualty or theft losses
  • Child care expenses and provider information
  • Social Security card(s)
  • Driver's License(s)
  • Dependants' Social Security numbers and dates of birth
  • Information concerning your Stimulus payment check
  • Last year's Federal and State tax return



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