Pre-Visit Checklist Print out the following checklist of things to bring with you before you come to see us. To ensure that we have everything we need to process your tax return quickly, make sure that you bring everything that may apply to your situation. Here's the short, less complicated tax return list: Drivers license(s) and Social Security cards for taxpayer and spouse Dependents' Social Security cards and Dates of Birth Death Certificate if taxpayer, spouse, or dependent died during the year Wage Statements - Form W-2(s) - We need all forms. If you are missing a W-2, please contact your employer for a copy Pension or Retirement Income - 1099-R If you have a copy, last year's Federal, State, and Local Tax Returns Self-Employed Business Income and Expenses (expense should included all cost of running the business including mileage) - 1099 Misc. Child Care Expenses & Provider Information (Name, address, and Employer Identification number for provider) Please review the rest of this list to see if anything applies to your tax situation: Interest and Dividend Income - Form 1099-INT/Form 1099-DIV State Income Tax Refund Amount - Form 1099-G Sales of Stocks or Bonds - Form 1099-B - In addition to the 1099-B, we need the stock basis (how much you paid. You can get this from your brokerage company), date stock was originally purchased, name of stock and number of shares sold. Unemployment Income - Form 1099-G (this may vary by state) Bring in whatever form the state uses to report unemployment compensation benefits. Social Security Income - SSA-1099 Lottery or Gambling winnings - Form W-2G Alimony paid and received - If you paid alimony we need the recipient?s Social Security Number Income and Expenses from Rental properties Mortgage, Refinance or Home Equity Loan Interest Paid - Form 1098 Real Estate Taxes paid Personal Property Taxes paid (e.g. cars and boats) Sales Tax paid Medical expenses paid out-of-pocket (not from reimbursement accounts) Medical and charitable mileage Cash and Non-cash Charitable Donations - If non-cash charitable contributions exceed $500, we need the name, address, and Federal Identification Number for the organization receiving the donation Sale pr Purchase of Residence - Closing Documents (e.g. HUD 1 Statement), Form 1099-S Un-reimbursed Employment Related expenses (including mileage) Job-Related Educational expenses Educator Expense ? Money spent out-of-pocket as a teacher Tuition and Education Fees - Form 1098-T Student Loan Interest - Form 1098-E Direct Deposit Information - If you want your refund direct deposited, please include your Routing and Account number Adoption expenses Lottery or Gambling Losses Casualty/Theft Losses Foreign/Other Taxes paid Estimated tax payment amounts (1040 ES) - Please include the dates paid State and Local tax payments Moving Expenses IRA Contributions - Form 5498 If part-year State resident we need the following: Dates lived in each state County or City where you resided in each state School district where you resided in each state Form 8832 or Divorce decree for noncustodial parent claiming a dependent child Multiple Support Document - Form 2120 Sale of Business Property Income and Expenses from Partnerships, S Corporations, Trusts, and Estates - Schedule K-1's Any form that says "Do not throw away, Tax Document"