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