WHAT TO BRING

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)