Click here for an 8 page Tax Organizer (PDF).

What should I bring when I am having my taxes prepared?

Following is a list of the more common items you should bring if they are applicable:

• wage statements (Form W-2)
• pension or retirement income statements (Form 1099-R)
• interest and dividends (1099-INT and 1099-DIV)
• dependents Social Security numbers and dates of birth
• last year’s tax return
• information on education expenses – statement of account from school and receipts for books and supplies (Form 1098-T)
• information on the sales of stocks and/or bonds
• self-employed business income and expenses
• lottery and/or gambling winnings and losses
• state refund amount from previous year
• Social Security statements (SSA-1099)
• unemployment income statements
• income and expenses from rentals
• record of purchase or sale of real estate
• medical and dental expenses
• real estate and personal property taxes (vehicle taxes)
• estimated taxes or foreign taxes paid
• cash and non-cash charitable donation receipts
• mortgage or home equity loan interest paid (Form 1098)
• unreimbursed employment-related expenses
• job-related educational expenses
• child care expenses and provider information
• any other items that you think may be necessary for your taxes