List of Items to Bring when having your Taxes Prepared

Driver's License or other Current Picture ID for you and your spouse

Social Security Cards

• You
• Your Spouse
• Your Children

List of Estimated Payments made to the Federal Govt., any State, and any Cities

Income Statements

• W-2's
• 1099's
• For interest and dividends
• For stock sales
• Retirement income and IRA distributions
• Self-employment income
• Unemployment
• Health savings account distributions
• Other misc 1099s
• W-2G's for gambling winnings
• Social Security statements
• Sale of business property, including
• Portions of your home you have previously claimed for an in-home office expense that you have now sold
• Rental property income

Deductions

• Mortgage interest
• Real estate tax
• Medical expenses, including after-tax health insurance premiums and long-term care premiums
• Charitable contributions
• Gambling losses
• Child care expenses
• IRA contributions
• 1098s for tuition deductions and and student loan interest
• Alimony Paid
• Employee business expenses (unreimbursed)