Be Prepared for Your Tax Appointment
Loan Forgiveness Statement-Short Sale.
W-2's
1099 Forms with Expenses and Mileage
Interest Statement from your fat bank account
Unemployment Document - with tax withheld
Statement from brokerage house. If you sold stocks you will need the purchase price, so you do not pay taxes on the whole amount, only on the difference.
1099-R Retirement proceeds - Again... with tax withheld
Social Security
Student Loan Interest & Tuition Paid
Child Care Provider's SS# or Federal ID#, address and phone
Medical Expenses
DMV
Property Taxes
Mortgage Interest
Contributions to Charity
Tax Return from Last Year
IRA Contributions