Please bring or mail -
q
Social Security
cards for any new dependents
q
W2s from
ALL jobs held last
year
q
1099
forms
issued from unemployment, banks
(interest/dividends), mutual funds, IRA statements,
401(k) and other retirement
distributions
q
Mortgage
interest statement (Form
1098)
q Records for any business activities such as rental, self employment, etc.
q
Current
pay stub
q
A Check
or proof of bank account if you wish to directly
deposit your refund
q
Any other
information or notices you received or anything you
have questions about
q
Student Loan Interest
Paid
q
If you sold
stock, or your broker sold stock for
you, you must bring the information from when you
bought or received the stock.
q
If you purchased a NEW
car, bring the paperwork from the
purchase.
q
If you purchased a
home, bring the closing
papers.
NEW CLIENTS need to bring:
q
Copy of last year’s
return
q
Social Security
cards for all
dependents claimed, or verification of
name/social security number of
dependents