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Here
is a list of things to bring to your tax appointment
This
list may not include everything. If you have any documents you think
should be brought, please bring them and we will discuss them. Most of
all make a list of your questions and we will be happy to answer them.
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Wage statements
(Form W-2)
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Interest,
Dividend and Investment Account Year End Documents
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Pension, or
retirement income (1099-Rs)
-
Dependents'
Social Security numbers and dates of birth
-
Last year's tax
return (if we did not prepare it)
-
Information on
education expenses
-
Sales of stocks
and/or bonds and your purchases/basis in the stock or bond.
-
Self-employed
business income and expenses
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Lottery and/or
gambling winnings and losses
-
State refund
amount
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Social Security
and/or unemployment income
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Income and
expenses from rentals
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Alimony paid or
received
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Record of
purchase or sale of real estate
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Medical and
dental expenses
-
Real estate,
sales tax on autos and home improvements (or all items if you kept
track)
-
A paycheck
stub
-
Estimated taxes
or foreign taxes paid
-
Cash and
non-cash charitable donations (receipts are mandatory)
-
Mortgage or
home equity loan interest paid (1098)
-
Closing papers
if you purchased or refinanced a home
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Un-reimbursed
employment-related expenses
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Job-related
educational expenses
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Childcare
expenses and provider information
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Purchase
information for energy credits
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IRA
Contributions
-
Casualty Loss
information if it exceeded 10% of your income.

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Helpful Links:
IRS
Homepage
Washington
Dept of Revenue
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