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Short List of What to Bring

Curious what to bring to your appointment?  Bring all that apply to you

  • Social Security or other taxpayer ID numbers for you, your spouse, and dependents
  • Birth dates for you, your spouse, and dependents
  • Income statements: Forms W-2, W-2G, 1099-R, etc.
  • Interest and dividends statements from banks, brokerages, etc.
  • Form 1098 from your mortgage lender
  • A copy of last year’s tax return
  • Bank routing and account numbers
  • The amount you paid for childcare and the childcare provider’s tax identification number
  • Receipts for charitable donations

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