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What to have with you during your interview

Collect the information in the below list as applicable:

    1. Social Security Cards or SSNs
    2. Wage Statements (W-2s)
    3. Dependents' Social Security Numbers and dates of birth
    4. Drivers Licenses
    5. Last years tax return
    6. Interest and dividend income (1099-INT's and 1099-DIV's)
    7. Sales of stocks or bonds
    8. Medical and dental expenses
    9. Real estate and personal property taxes
    10. Mortgage or home equity loan intrest paid
    11. Cash and non-cash charitable contributions
    12. Unreimbursed job related expenses
    13. Job related educational expenses
    14. Child care expenses and provider information
    15. Pension or retirement income (1099-R's)
    16. Education expenses
    17. Moving expenses
    18. Lottery or gambling winnings/losses (W-2G)
    19. State tax refund (1099-G)
    20. Social Security/unemployment income (SSA-1099)
    21. Alimony paid/received
    22. Self-employed business income & expenses
    23. Record of purchase or sale of residence during the tax year
    24. Rental property income and expenses
    25. Estimated Taxes or foreign taxes paid

Tax Resources


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