Frequently Asked Questions

What documents do I need to bring to my tax preparation appointment?

Personal Data
Social Security Numbers (including spouse and children)

Employment & Income Data
W-2 forms for this year
Tax refunds and unemployment compensation: Form 1099-G
Miscellaneous income including rent: Form 1099-MISC
Pensions and annuities
Alimony received
Gambling and lottery winnings
Scholarships and fellowships
State and local income tax refunds
Unemployment compensation

Health Insurance Information
Any and all 1095-(A, B, or C) Forms provided marketplace providers, employer, or insurer

Homeowner/Renter Data
Residential address(es) for this year
Mortgage interest: Form 1098
Sale of your home or other real estate: Form 1099-S
Second mortgage interest paid
Real estate taxes paid
Rent paid during tax year
Moving expenses

Financial Assets
Interest income statements: Form 1099-INT & 1099-OID
Dividend income statements: Form 1099-DIV
Proceeds from broker transactions: Form 1099-B
Retirement plan distribution: Form 1099-R
Capital gains or losses

Deduction Documents
State and local income taxes
IRA, Keogh and other retirement plan contributions
Medical expenses
Casualty or theft losses

Financial Liabilities
Student loan interest paid
Early withdrawal penalties on CDs and other fixed time deposits


Gifts to charity (receipts for any single donations of $250 or more)
Unreimbursed expenses related to volunteer work
Unreimbursed expenses related to your job (travel expenses, entertainment, uniforms, union dues, subscriptions)
Investment expenses
Job-hunting expenses
Education expenses (tuition and fees)
Child care expenses, along with child care provider’s Tax I.D./Social Security Number
Medical Savings Accounts
Adoption expenses
Alimony paid
Tax return preparation expenses and fees


“William Walker, LTP discusses what items businesses should review before tax preparation”

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