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  Documents to Bring to us when you come to do your tax   
 
  • Wage Statements - Form W-2(s)
  • Pension or Retirement Income - Form 1099-R
  • Interest and Dividend Income - Form 1099-INT/Form 1099-DIV
  • State Income Tax Refund - Form 1099-G
  • Unemployment Income - Form 1099-G
  • Commissions Received/Paid
  • Information on sales of Stocks or Bonds - Form 1099-B
  • Self-Employed Business/Farm Income & Expenses - Form 1099-MISC
  • Lottery or Gambling Winnings - Form W-2G
  • Lottery or Gambling Losses
  • Income and Expenses From Rentals
  • Income from Partnerships, S Corporations, Trusts, and Estates - Schedule K-1
  • IRA Contributions
  • Alimony Paid or Received
  • Child Care Expenses & Provider Information
  • Medical, Eye Care, and Dental Expenses
  • Cash and Noncash Charitable Donations 
  • Record of Purchase or Sale of Residence
  • Mortgage or Home Equity Loan Interest Paid - Form 1098
  • Real Estate and Personal Property Taxes Paid
  • State or Local Sales Taxes Paid
  • Unreimbursed Employment-Related Expenses
  • Job-Related Educational Expenses
  • Educator Expenses
  • Tuition and Education Fees - Form 1098-T
  • Student Loan Interest - Form 1098-E
  • Casualty or Theft Losses
  • Estimated Taxes
  • Foreign Taxes Paid 

 

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