Here are a list of items to bring:
Income
- W-2 Forms
- Social Security Income – SSA-1099
- Unemployment Income – 1099-G
- Interest Income 1099-INT
- Dividend Income 1099-DIV
- Sales of Stocks & Bonds 1099-B
- Miscellaneous Income 1099-MISC, 1099-NEC, or 1099-K
- Retirement Income 1099-R
- Income from Partnerships, Estates, Trusts and S-Corps from K-1
- Income and Expense from Rental Property
- Lottery or Gambling Winnings W-2G
- Virtual Currency 1099-B
Expenses
- Mortgage Interest Paid Form 1098
- Sale of Residence
- Real Estate Taxes
- Personal Property Taxes
- Charitable Contributions
- Medical Expense
- Unreimbursed Employee Business Expense
- Tuition and Education Expenses
- Student Loan Interest – Form 1098E
- Child Care Expenses – Providers Federal ID Number
- IRA Contributions
- Investment Expenses
*This list is not all-inclusive. If in doubt of whether a document is tax-related, please bring it with you.
