Bring in any of the following tax documents that you have received:
- W-2
- 1098
- 1098-E
- 1099-INT
- 1099-DIV
- 1099-B
- 1099-G
- 1099-R
- 1099-MISC
Additional information or documents you will need:
- Social Security Numbers (including spouse and children)
- Birthdates (including spouse and children)
- Deduction Records
- Medical and Dental Expenses
- Real Estate and Personal Property Tax
- Estimated or Foreign Taxes Paid
- Donations, Cash and Non-Cash
- Unreimbursed Employment Expenses
- Job Related Educational Expenses
- Child Care Expenses/Provider Information
- Educational Expenses
- Self-Employed Business Expenses