We recommend that you bring these items to your tax interview:

 Checklist

PERSONAL INFORMATION FOR EACH FAMILY MEMBER:

•Name
•Date of Birth
•Social Security Card /ITIN/ATIN
•Last Year’s Tax Return
•Valid Driver’s License

INCOME AND TAX INFORMATION:

•W-2’sInterest (1099-INT or substitute)
•Dividend Slips (1099-DIV or substitute)
•Stock Sales (1099-B or Broker Statement)
•Self-Employment Income and Expenses
•Sale of a Personal Residence
•Rental Income and Expenses
•Sale of any Business Assets
•Gambling or Lottery Winnings (W-2G for some winnings)
•State Income Tax Refund (1099-G)
•Pension Income (1099-R)Estimated Taxes Paid
•Social Security or Railroad Retirement (SSA-1099 or RRB-1099)
•IRA or 401(k) Distribution (1099-R)
•Unemployment Compensation (1099-G)
•Miscellaneous Income (1099-MISC)

In order to maximize your refund or minimize your tax liability please bring supporting documentation for the following:

DEDUCTIONS/ADJUSTMENTS:

•Medical Expenses
•Real Estate or Personal Property Taxes
•Mortgage Interest
•Charitable Contributions (cash and non-cash)
•Employee Business Expenses
•Gambling Losses
•Moving Expenses
•Traditional IRA Contributions
•Higher Education Expenses
•Educator Expenses
•Student Loan Interest

TAX CREDITS:

•Child Care Provider/Address and Employer Identification Number (EIN) or Social Security Number (SSN)
•Adoption Expenses
•Retirement Savings Contributions Credit