Wondering what paperwork you need to bring to your tax interview?

Save time and money by going to your tax interview prepared with all the documents you need.

List of documents to reference

  1. Wage statements/W-2s
  2. Self-employment business income and expenses/1099-MISC
  3. Commissions received/paid
  4. Pension, retirement income/1099-R
  5. Unemployment income/1099-G
  6. Canceled Debt Amount/1099-C
  7. Social Security income/SSA-1099
  8. IRA contributions
  9. Statements on the sales of stocks or bonds/1099-B
  10. Interest and dividend income /1099-INT/1099-DIV
  11. Lottery or gambling winnings/losses
  12. State refund amount/1099-G
  13. Income and expenses from rentals
  14. Alimony paid or received
  15. Record of purchase or sale of residence
  16. Medical and dental expenses
  17. Real estate and personal property taxes
  18. State or local taxes paid
  19. Estimated taxes or foreign taxes paid
  20. Cash and non-cash charitable donations
  21. Mortgage or home equity loan interest paid/1098
  22. Unreimbursed employment-related expenses
  23. Job-related educational expenses
  24. Educator expenses
  25. Tuition and Education Fees/1098-T
  26. Student loan interest/1098-E
  27. Casualty or theft losses
  28. Child care expenses and provider information
  29. Social Security card(s)
  30. Driver’s License(s)
  31. Dependants’ Social Security numbers and dates of birth
  32. Information concerning your Stimulus payment check
  33. Last year’s Federal and State tax return