Find Answers to our Frequently Asked Questions
Choose a Category
* Photo identification (Drivers Lic or ID)
* Social Security cards from all members (Kids & Spouse)
* Last year’s tax returns
* Income statements or forms like W-2, Interest (Form 1099-INT), Dividends (Form 1099-DIV), Sale of stock (1099-B), Retirement Plans( Form 1099-R), Gambling Winnings (Form W-2G), Unemployment (Form 1099-G), Social Security Benefits (Form SSA), Miscellaneous income (1099-MISC).
* Tuition expenses for university, college, or technical college (Form 1098-T)
* Interest statements for student loans (Form 1098-E)
* IRA contributions
* Records of expenses you may wish to deduct, such as Out-of-pocket medical expenses, Non-cash donations, Cash donations, Vehicle license tabs, Property taxes paid, Job-related moving expenses, Uniform costs, Daycare expenses
* If you have a Home Mortgage bring the interest paid (Form 1098) from the mortgage company