What TO BRING
State ID/Passport or Driver License
Social Security Card (can be a copy)
Last year's tax return (optional but recommended)
The following forms (if applicable):
FORM W-2: from each employer that you worked at during the year
FORM 1099-INT: interest income from your banks and investment accounts
FORM 1099-DIV: dividend income from your investment accounts
PROPERTY TAX/FORM 1098/DONATIONS: real estate taxes, mortgage interest, donation receipts
SCHEDULE K-1: for your investments
FORM 1095A, FORM 1095B, FORM 1095C: proof of health insurance forms
FORM 1098-T: tuition statement
RENTAL INCOME/EXPENSES: income and expenses for each rental property
BUSINESS INCOME/EXPENSES: income and expenses for your business(es)
FORM 1099-R: distributions from your retirement accounts
FORM 1099-G: unemployment income
DEPENDENT CARE EXPENSES: daycare/care provider name, address, EIN, amount of expenses for each child