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