Be Prepared for Your Appoinment

Income from jobs: forms W-2 for you and your spouse

Investment income—various forms 1099 (-INT, -DIV, -B, etc.), K-1s, stock option information

Income from state and local income tax refunds and/or unemployment: forms 1099-G

Taxable alimony received

Business or farming income—profit/loss statement, capital equipment information

If you use your home for business—home size, office size, home expenses, office expenses

IRA/pension distributions—forms 1099-R, 8606

Rental property income/expense—profit/Loss statement, rental property suspended loss information

Social Security benefits—forms SSA-1099

Income from sales of property—original cost and cost of improvements, escrow closing statement, cancelled debt information (form 1099-C)

Prior year installment sale information—forms 6252, principal and Interest collected during the year, SSN and address of payer

Other miscellaneous income—jury duty, gambling winnings, Medical Savings Account (MSA), scholarships, etc.

IRA contributions

Energy credits

Student loan interest

Medical Savings Account (MSA) contributions

Moving expenses (for tax years prior to 2018 only)

Self-employed health insurance payments

Keogh, SEP, SIMPLE and other self-employed pension plans

Alimony paid that is tax dedcutible

Educator expenses

State and local income taxes paid

Real estate taxes paid

Personal property taxes—vehicle license fee based on value

Estimated tax payment made during the year, prior year refund applied to current year, and any amount paid with an extension to file.

Direct deposit information—routing and account numbers

Foreign bank account information—location, name of bank, account number, peak value of account during the year

Advance Child Tax Credit payment

Letter 6419, Advance Child Tax Credit Reconciliation

If you received 'Your Third Economic Impact Payment', Letter 6475

Child care costs—provider’s name, address, tax id, and amount paid

Education costs—forms 1098-T, education expenses

Adoption costs—SSN of child, legal, medical, and transportation costs

Home mortgage interest and points you paid—Forms 1098

Investment interest expense

Charitable donations—cash amounts and value of donated property, miles driven, and out-of-pocket expenses

Casualty and theft losses—amount of damage, insurance reimbursements

Other miscellaneous tax deductions—union dues, unreimbursed employee expenses (uniforms, supplies, seminars, continuing education, publications, travel, etc.) (for tax years prior to 2018 only)

Medical and dental expenses