- Wage Statements – Form W-2
- Dependents’ Social Security Numbers & Birth Certificates
- Last Year’s Federal and State Tax Returns
- Interest and Dividend Income – Form 1099-INT/Form 1099-DIV.
- State Income Tax Refund Amount – Form 1099-G
- Unemployment Income – Form 1099-G
- Self-Employed Business/Farm Income & Expenses – Form 1099-MISC
- Health Expenses (Medical, Eye Care, and Dental)
- Record of Purchase or Sale of Residence
What To Bring
- Mortgage or Home Equity Loan Interest Paid – Form 1098
- Real Estate and Personal Property Taxes Paid
- State or Local Sales Taxes Paid
- Unreimbursed Employment-Related Expenses
- Job-Related Educational Expenses
- Tuition and Education Fees – Form 1098-T
- Student Loan Interest – Form 1098-E
- Estimated Taxes Paid
- Foreign Taxes Paid