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