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Tax Documents To Bring
To Your Visit
To Your Visit
One of the following proof of identity
Drivers License
Identification Card
Military ID
Passport
Social Security Cards for Taxpayer, Spouse (if applicable) and all dependents
Voided Check (For direct deposits)
Power of Attorney for absent spouse
Drivers License
Identification Card
Military ID
Passport
Social Security Cards for Taxpayer, Spouse (if applicable) and all dependents
Voided Check (For direct deposits)
Power of Attorney for absent spouse
Income documents
W-2s
1099s
Proof of jury duty pay
Proof of alimony you received
Social Security statement (1099-SSA)
Unemployment Compensation (1099-G)
Dividend and interest statements (1099-DIV and 1099-INT)
Retirement distributions (1099-R)
Brokerage statements (1099-B), along with statements showing when you bought and sold your investments
K-1 statements reporting profits from partnerships, trusts, and small businesses,
Record of income and expenses for your rental property
Record of income and expenses for your self-employment
Other tax documents
HUD-1 Escrow statement for property you bought or sold,
Summary of moving expenses,
Summary of educational expenses (college tuition),
Summary of your child care, day care, or adult day care expenses,
IRA contributions (traditional, SEP, or rollovers)
Student loan interest paid (1098-E)
Tax deduction documents
Health care expenses (doctors, dentists, health insurance, eyecare, medicine)
Real estate taxes
Motor vehicle registration
Mortgage interest paid (1098)
Gifts to charity
Last year's tax preparation fees
Job-related expenses (union dues, job education, uniforms)
Loss of property due to casualty or theft
Gambling winnings/losses
W-2s
1099s
Proof of jury duty pay
Proof of alimony you received
Social Security statement (1099-SSA)
Unemployment Compensation (1099-G)
Dividend and interest statements (1099-DIV and 1099-INT)
Retirement distributions (1099-R)
Brokerage statements (1099-B), along with statements showing when you bought and sold your investments
K-1 statements reporting profits from partnerships, trusts, and small businesses,
Record of income and expenses for your rental property
Record of income and expenses for your self-employment
Other tax documents
HUD-1 Escrow statement for property you bought or sold,
Summary of moving expenses,
Summary of educational expenses (college tuition),
Summary of your child care, day care, or adult day care expenses,
IRA contributions (traditional, SEP, or rollovers)
Student loan interest paid (1098-E)
Tax deduction documents
Health care expenses (doctors, dentists, health insurance, eyecare, medicine)
Real estate taxes
Motor vehicle registration
Mortgage interest paid (1098)
Gifts to charity
Last year's tax preparation fees
Job-related expenses (union dues, job education, uniforms)
Loss of property due to casualty or theft
Gambling winnings/losses
