Documents to Bring
The following are the most commonly referred documents. If you think any other Tax documents, you can bring them.
W-2's from your employers.
1099-MISC forms for self-employment income.
1099-INT (interest) and 1099-DIV (dividends) forms.
1099-B forms showing brokerage trades in stocks and bonds.
K-1 forms for income from a partnership, small business, or trust.
1099-SSA form showing Social Security received.
IRA/401K /Retirement account distributions.
Any Income from Foreign Countries.
Any additional income not reported on a W-2 or 1099 form i.e any other self-employment income, rental income, or alimony received etc.,
Estimated Tax Payments (if paid) Detailed Summary.
Documents supporting Taxes paid to Foreign country.
School-Tuition Fee Paid receipts.
Real estate taxes paid.
Mortgage Interest Paid (1098 form).
Gifts to Charity.
Child Care Expenses.
Student Loan Interest.
IRA Contribution Information.