What to Bring | How to Prepare
• Wage statements/W-2s
• Self-employment business income and expenses/1099-MISC
• Unemployment income/1099-G
• Social Security income/SSA-1099
• IRA contributions
• Interest and dividend income /1099-INT/1099-DIV
• Dependent proof of address (examples are mail with current name and address; school records; medical records; insurance information)
• Real estate and personal property taxes
• Mortgage or home equity loan interest paid/1098
• Educator expenses
• Tuition and Education Fees/1098-T, requires school name and paid amounts.
• Student loan interest/1098-E
• Child care expenses and provider information
• Social Security card(s)
• Driver’s License(s)
• Dependants’ Social Security cards and dates of birth
• Last year’s Federal and State tax return