Client Checklist
Wondering what paperwork you need for your tax interview?

Save time with your tax interview be prepared with all the documents you need.

Here you will find a list of documents you must have ready.

  1. Wage statements/W-2s
  2. Self-employment business income and expenses/1099-MISC
  3. Commissions received/paid
  4. Pension, retirement income/1099-R
  5. Unemployment income/1099-G
  6. Canceled Debt Amount/1099-C
  7. Social Security income/SSA-1099
  8. IRA contributions
  9. Statements on the sales of stocks or bonds/1099-B
  10. Interest and dividend income /1099-INT/1099-DIV
  11. Lottery or gambling winnings/losses
  12. State refund amount/1099-G
  13. Income and expenses from rentals
  14. Alimony paid or received
  15. Record of purchase or sale of residence
  16. Medical and dental expenses
  17. Real estate and personal property taxes



  1. State or local taxes paid
  2. Estimated taxes or foreign taxes paid
  3. Cash and non-cash charitable donations
  4. Mortgage or home equity loan interest paid/1098
  5. Unreimbursed employment-related expenses
  6. Job-related educational expenses
  7. Educator expenses
  8. Tuition and Education Fees/1098-T
  9. Student loan interest/1098-E
  10. Casualty or theft losses
  11. Child care expenses and provider information
  12. Social Security card(s)
  13. Driver's License(s)
  14. Dependants' Social Security numbers and dates of birth
  15. Information concerning your Stimulus payment check
  16. Last year's Federal and State tax return


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