Wondering what to bring to your next tax appointment?

We have prepared a check list for your convenience! Take a look at this useful list to make sure you aren’t forgetting anything.

Personal Data:

• Full name and social security numbers for self, spouse and all dependents

• Prior Years’ Tax Returns (if not prepared by us)

• Child care provider tax ID or Social Security Number and Address (including camps and babysitters)

• 529 contribution beneficiaries’ social security numbers

Employment & Income Data:

• W2 forms for all jobs worked during last year

• Partnership and trust income (Forms K-1)

• Pensions and annuities (1099-R)

• Alimony received

• Jury duty pay

• Gambling and lottery winnings and losses (Forms W-2G)

• Prizes and awards

• Scholarships and fellowships

• State and local income tax refund (Forms 1099-G)

• Unemployment compensation (1099-G)

Homeowner/Renter Data:

• Residential address(es) for this year

• Mortgage interest (Form 1098)

• Sale of your home or other real estate (Form 1099-S)

• HUD settlement statements from sale and purchase of new and old property.

• Second mortgage interest paid statements (Form 1098)

• Real estate taxes paid (including county, borough, school, etc.)

• Rent paid during tax year and name of landlord

• Moving expenses

Financial Assets:

• Interest income statements (Forms 1099-INT & 1099-OID)

• Dividend income statements (Forms 1099-DIV)

• Proceeds from broker transactions (Forms 1099-B)

• Cost basis of the stocks sold in the year from your broker statements

• Miscellaneous income including rent and non-employee compensation (Forms 1099-MISC)

• Retirement plan distribution (Forms 1099-R)

Financial Liabilities:

• Auto loans and leases (invoice with car value and lease or finance payments) if vehicle used for business

• Student loan interest paid

• Early withdrawal penalties on CDs and other time deposits

Automobiles, Boats, Snowmobiles, Trailers etc.:

• Personal property tax information (registrations)


• Gifts to charity (receipts for ALL donations is required) and separate total for non-cash donations

• Unreimbursed expenses related to charity/volunteer work

• Unreimbursed expenses related to your job (travel expenses, entertainment, uniforms, union dues, subscriptions, mileage to second job or multiple work sites)

• Investment expenses

• Job-hunting expenses

• Education expenses

• Childcare expenses

• Medical savings accounts statements

• Adoption expenses

• Alimony paid

• Tax return preparation expenses and fees

Self-employment Data:

• K-1s on all partnerships

• Receipts or documentation for business-related income and expenses

• Farm income documentation

Deduction Documents:

• State & local income tax and your estimated tax paid

• IRA, Keogh & other retirement plan contributions

• Medical expenses

Other Items:

• Casualty or theft losses

• Other miscellaneous deductions