Last Years Tax Return Social Security Card: Taxpayer, Spouse, and Dependents (if applicable) Dates of Birth Driver's License or Passport: Taxpayer and Spouse (if applicable) Wage Statement: W-2s Pension, Retirement Income Forms- 1099-Rs Social Security SSA-1099 Unemployment Compensation State Tax Refund Statement: 1099G Interest and Dividend Income: 1099-INT, 1099-DIV Sales of Stocks or Bonds Commissions Self-Employed Business: Income / Expenses Rental Property: Income / Expense Lottery /Gambling: Winnings / Losses Alimony: Paid or Received Medical and Dental Expenses: including Health Insurance Premium amount, pharmacy, eye doctor, etc. Real Estate and Personal Property Taxes Mortgage and/or Home Equity Loan Interest Paid Record of Purchase or Sale of Residence Cash and Non-Cash Charitable Donations Estimated Tax Payments made Foreign Taxes Paid Unreimbursed Job-Related Expenses Job Related Educational Expenses Information on all Education Expenses Childcare Expenses & Provider Information, including EIN Number Amount of employer paid childcare expenses (if any) Advanced Child Tax Credit etc...if not listed Print this page and use as a checklist E-mail: ats@Taxpro.net ฎ 2007 A&A's Affordable Tax Service LLC |
WHAT TO BRING TO YOUR TAX INTERVIEW |