What to Bring
- W2 (wages)
- 1099’s–social security, railroad retirement benefits, pension or IRA Distributions
- Record of all other income
- Drivers Lincense
- Social Security Card for you and your dependents
- Rental Income and Expenses
- IRA Contributions–Traditional or Roth
- Itemized Deductions
– Out-of-Pocket Medical Expenses and Health Insurance Premiums Paid By You
– Real Estate Taxes Paid
– Mortgage Interest Expenses
– Contributions-Cash (checks or receipts)
– Mileage Driven For Charitable Organizations
– Tax Return Preparations Fees
– Un-reimbursed Employee Expenses
– Job Hunting Expenses
- Moving Expenses and Reimbursement
- Childcare Expenses
- College Education Expenses
- Un-reimbursed expenses for volunteer work
- Blank/voided check for E-file direct deposit