This list contains all of the documents typically required in order to file your tax return. Do your best to gather all of the documents listed below and if you are unsure of anything give us a call.
Copy of last years tax return if available.
Social Security Card(s) – Driver License(s)
Dependents Social Security Numbers & Date of Birth
Form received by your employer for wages earned in year
Interest and Dividends Statements - Form 1099INT and Form 1099DIV
Pensions, IRA or Retirement Statements – Form 1099R
State Refund or Unemployment – Form 1099G
Social Security Income
Stock Sales Information - Form 1099B (Also date of purchase, number of share and cost per share)
Self Employed Business/Farm Income and Expenses – Form 1099MISC
Lottery or Gambling Winnings or Loses Form W-2G