03/14/2019
Information Items for Tax Clients to Bring to the Appointment
Taxpayer(s)
Income documents – W-2s, 1099-Misc, Retirement Distributions, etc.
Driver’s license
Social Security card
Mortgage Interest statement, real estate taxes
Donations
Medical expenses, if large
Health Insurance Documents –coverage and premiums
Seniors with Homestead exemption – all medical expenses large and small, and Homestead exemption paperwork
Head of Household – Divorce decree, signed Form 8332 (if not custodial parent)
Student Loan Interest statement
If new client, last year’s income tax returns
For Dependents of Taxpayers
Social Security cards for all dependents, passport, consular id, etc.
Proof the dependent lived with you in the United States for 6 months of 2018 – school or daycare record, doctor’s vaccination record, apartment lease agreement – must have same address as parent
Foster Children –DHHS statement showing dates child was in your care
Tuition statement, 1098-T from educational institution