Abugeda

The list below will help you to get all of your paper work in order. (Please bring ONLY those which apply to your income and/or business)

Social Security Card(s) , Driver’s License(s)
Dependents’ Social Security Numbers & Dates of Birth
Last Year’s Federal and State Tax Returns , Wage Statements - Form W-2
Pension or Retirement Income - 1099-R
Interest and Dividend Income - Form 1099-INT/Form 1099-DIV
State Income Tax Refund Amount - Form 1099-G
Social Security Income - Form SSA-1099
Unemployment Income - Form 1099-G
Commissions Received , Commissions Paid
Sales of Stocks or Bonds - Form 1099-B
Self-Employed Business/Farm Income & Expenses - Form 1099-MISC
Lottery or Gambling Winnings - Form W-2G , Lottery or Gambling Losses
Income and Expenses From Rentals , Schedule__ Income from Partnerships, S Corporations, Trusts, and Estates - K-1
IRA/401K Contributions and Distributions
Alimony Paid or Received
Child Care Expenses & Provider
Medical, Eye Care, and Dental Expenses
Cash and Noncash Charitable Donations
Record of Purchase or Sale of Real Estate
Mortgage or Home Equity Loan Interest Paid - Form 1098
Real Estate and Personal Property Taxes
Moving Expenses, Home Improvement Expenses , Unreimbursed Employment-Related Expenses
Job-Related Educational Expenses, Educator Expenses
Tuition and Education Fees - Form 1098-T, Student Loan Interest - Form 1098-E
Casualty/Theft Losses
Estimated Taxes , Foreign/Other Taxes Paid, State and Local Tax Payments
Other Interest Paid