What to bring to your tax interview

Make sure you bring the following items to your interview:

Personal Information for each family member:

• Date of Birth
• Social Security Card (SSN) or Individual Tax ID Number (ITIN) card
• Last Year's Tax Return
• Valid Driver's License or State ID
• Proof of Bank routing and account numbers for Direct Deposit any refunds

Income and Tax Information

• W-2's
• Interest (1099-INT or substitute)
• Dividend Slips (1099-DIV or substitute)
• Stock Sales (1099-B or Broker Statement) - don't forget to bring the receipt detailing what you paid for the stock.
• Self-Employment Income and Expenses
• Sale of a Personal Residence
• Rental Income and Expenses
• Sale of any Business Assets
• Gambling or Lottery Winnings (W-2G for some winnings)
• State Income Tax Refund (1099-G)
• Pension Income (1099-R)
• Estimated Taxes Paid
• Social Security or Railroad Retirement (SSA-1099 or RRB-1099)
• IRA or 401(k) Distribution (1099-R)
• Unemployment Compensation (1099-G)
• Miscellaneous Income (1099-MISC)

Deductions/Adjustments

• Medical Expenses
• Real Estate or Personal Property Taxes
• Records of state and local estimated taxes paid and prior year balance due payments
• Mortgage Interest (1098)
• Charitable Contributions
• Employee Business Expenses
• Gambling Losses
• Moving Expenses
• Traditional IRA Contributions
• Higher Education Expenses (1098)
• Educator Expenses
• Student Loan Interest (1098)
• Alimony paid including the social security number of your ex-spouse
• Car Expenses and Mileage Logs - calculate all of your eligible miles driven using the standard mileage rates. If you have used your car for business, medical purposes, or in service of a charitable organization, then you are eligible to claim those miles on your tax return

Tax Credits:

• Child Care Provider/Address and Employer Identification Number (EIN) or Social Security Number (SSN) and the amount paid.
• Adoption Expenses
• Energy saving enhancements to your personal residence
• Retirement Savings Contributions

Finally, in order to file taxes electronically on a married-filing-joint return, both spouses must be present to sign the required forms.