What You Need to Bring to your Appointment:                                                         

W2's - Wage statements from your employer

 

1099-G or W2-Gs Unemployment, state refund and gambling winnings

 

1099-Int, 1099-Div, 1099-B  Interest, dividends, and investment info

 

1099-Misc  Private contractor or self employment income

 

1099-R   Pension or retirement income, also some insurance disbursements

1099-SSA  Social Security or Railroad Retirement statements

 

K-1  Partnership, S-corp, trust inheritance

 

Alimony paid or received and spouse’s SSN

 

Rental property income and expenses

 

Self Employment income and expenses, include Profit & Loss statement if you have one.