What do I need to bring to my appointment?

Personal Information (if different from last year)
  • Your social security number or tax ID number
  • Your spouse's full name and social security number or tax ID number
  • ID for taxpayer and spouse
  • Routing and account number for direct deposit
Dependent(s) Information (if different from last year)
  • Dates of birth and social security numbers or tax ID numbers
  • Childcare records (provider's tax ID number, name, and address) if applicable
  • Fees paid to a day care
  • Form 8332 showing that the child’s custodial parent is releasing their right to claim a child to you, the noncustodial parent (if applicable)
Sources Of Income Employed
  • Forms W-2
Unemployed
  • Unemployment, state tax refund (1099-G)
Self-Employed
  • Forms 1099 misc, Schedules K-1, income not reported on 1099s
  • Total amounts for all expense categories
  • Business-use asset information (cost, date placed in service, etc.) for depreciation
  • Office in home information, if applicable
  • Record of estimated tax payments made (Form 1040–ES)
Rental Income
  • Records of income and expenses
  • Rental asset information (cost, date placed in service, etc.) for depreciation
  • Record of estimated tax payments made (Form 1040–ES)
Retirement Income
  • Pension/IRA/annuity income (1099-R)
  • Traditional IRA basis (i.e., amounts you contributed to the IRA that were already taxed)
  • Social security/RRB income (1099-SSA, RRB-1099)
Savings & Investments or Dividends
  • Interest, dividend income (1099-INT, 1099-OID, 1099-DIV)
  • Income from sales of stock or other property (1099-B, 1099-S)
  • Dates of acquisition and records of your cost or other basis in property you sold (if basis is not reported on 1099-B)
  • Health Savings Account and long-term care reimbursements (1099-SA or 1099-LTC)
  • Expenses related to your investments
  • Record of estimated tax payments made (Form 1040–ES)
Other Income & Losses
  • Gambling income (W-2G) as well as expense records
  • Jury duty records
  • Hobby income and expenses
  • Prizes and awards
  • Trusts
  • Royalty Income 1099–Misc.
  • Any other 1099s received
  • Record of alimony paid/received with ex-spouse’s name and SSN
Types Of Deductions Home Ownership
  • Forms 1098 or other mortgage interest statements
  • Real estate and personal property tax records
  • Receipts for energy-saving home improvements (e.g., solar panels, solar water heater)
  • All other 1098 series forms
Charitable Donations
  • Cash amounts donated to houses of worship, schools, other charitable organizations
  • Records of non-cash charitable donations (date, place, address, brief description, and FMV)
  • Amounts of miles driven for charitable or medical purposes
Medical Expenses
  • Amounts paid for healthcare insurance and to doctors, dentists, hospitals
  • Don't include expenses paid through a flexible spending account at work (FSA or HSA)
Health Insurance
  • Form 1095-A if you enrolled in an insurance plan through the Marketplace (Exchange)
  • Form 1095-B and/or 1095-C if you had insurance coverage through any other source (e.g., an employer, insurance company, or government health plan such as Medicare, Medicaid,CHIP, TRICARE, VA, etc.)
  • Marketplace exemption certificate (ECN) if you applied for and received an exemption from the Marketplace (Exchange)
Educational Expenses
  • Forms 1098-T from educational institutions
  • Receipts that itemize qualified educational expenses
  • Records of any scholarships or fellowships you received
  • Form 1098-E if you paid student loan interest
K-12 Educator Expenses
  • Receipts for classroom expenses (for educators in grades K-12)
State & Local Taxes
  • Amount of state/local income tax paid (other than wage withholding), or amount of state and local sales tax paid
  • Invoice showing amount of vehicle sales tax paid (Owned Tax)
Retirement & Other Savings
  • Form 5498-SA showing HSA contributions
  • Form 5498 showing IRA contributions
  • All other 5498 series forms (5498-QA, 5498-ESA)
Federally Declared Disaster
  • City/county you lived/worked/had property in
  • Records to support property losses (appraisal, clean up costs, etc.)
  • Records of rebuilding/repair costs
  • Insurance reimbursements/claims to be paid
  • FEMA assistance information
  • Check FEMA site to see if my county has been declared a federal disaster area