Here is a list of items you may need to bring to your tax interview:

  • Drivers' Licences for both Taypayer and Spouse
  • Dependents' Social Security Numbers & Dates of Birth
  • Wage Statements - W-2', 1099misc’s etc
  • Social Security/Unemployment Income
  • Self-Employment Business Income and Expenses
    (These need to be totaled up in their proper categories)
  • Pension and Retirement Income
  • Alimony Paid or Received
  • Interest and Dividend Income
  • Sale of Stocks or Bonds (Sales and costs need to summarized)
  • Lottery or Gambling (winnings & losses)
  • State Refunds
  • Income and Expenses categorized) from Rentals
  • Medical and Dental Expenses Totaled
  • Medical insurance (not insurance deducted from W-2,s)
  • Long term care insurance
  • Medical miles
  • Real Estate and Personal Property Taxes
  • Cash and Non-Cash Charitable Donations Totaled separately
  • Mortgage and Home Equity Loan Interest Paid
  • Unreimbursed Employment-Related Expenses Totaled
  • Educational Expenses
  • Child Care Expenses & Provider Information
  • Last Year's Tax Return (if completed elsewhere)