WHAT TO BRING TO YOUR
TAX INTERVIEW
Print this page and use as a checklist
Wage Statements - W-2s
Pension, Retirement Income - 1099-Rs
Interest and Dividend Income
Commissions
Sales of Stocks or Bonds
Self-Employed Business Income & Expenses
Lottery or Gambling Winnings/Losses
State Refund Amount
Social Security/Unemployment Income
Income and Expenses from Rentals
Alimony Paid or Received
Record of Purchase or Sale of Residence
Medical and Dental Expenses
Real Estate and Personal Property Taxes
Estimated Taxes or Foreign Taxes Paid
Cash and Noncash Charitable Donations
Mortgage or Home Equity Loan Interest Paid
Unreimbursed Employment-Related Expenses
Job Related Educational Expenses
Child Care Expenses & Provider Information
Social Security Card(s)
Driver’s License(s)
Dependents’ Social Security Numbers & Dates of
Birth
Last Year’s Tax Return
Information on Education Expenses
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