What to bring to your appointment

Last year's Federal and State tax return (new clients only) Record of purchase or sale of residence
Social Security Card(s) Medical and dental expenses
Driver's License(s) Closing/HUD Statement if home purchased current year
Dependents' Social Security numbers and dates of birth Real estate and personal property taxes
License Plate Fee
Children's proof of residence  
Wage statements/W-2's State or local taxes paid
Self-employment business income and expenses/1099-MISC/1099K Sales tax paid
Commissions received/paid Estimated taxes paid
Pension, retirement income/1099-R
Unemployment income/1099-G
Cash charitable donations

Non cash charitable donations (w/list of items & fair market value)

Canceled Debt Amount/1099-C Mortgage or home equity loan interest paid/1098
Social Security Income/SSA-1099 *Unreimbursed employment-related expenses
IRA contributions *Job-related educational expenses
Statements on the sales of stock or bonds/1099-B Educator expenses
Interest and dividend income/1099-INT/1099-DIV Tuition and Education Fees/1098-T
Lottery or gambling winnings/losses Student loan interest/1098-E
State refund amount/1099-G Moving expenses
Income and expenses from rentals Casualty or theft losses
Child care expenses and provider information
Alimony paid or received
Proof of health insurance/1095 series

How long to keep tax returns:

5 years= can be longer for assetts that aren't
   sold - ie: stocks, bonds, property
  * Non-deductible effective 2018 tax year