If you're wondering what you should bring with you when you meet with your tax preparer, refer to this list.
• Wage statements/W-2s
• Self-employed business income and expenses/1099-MISC
• Commissions received/paid
• Pension, retirement income/1099-R
• Unemployment income/1099-G
• Canceled Debt Amount/1099-C
• Social Security income/SSA-1099
• IRA contributions
• Statements on the sales of stocks or bonds/1099-B
• Interest and dividend income/1099-INT/1099-DIV
• Lottery or gambling winnings/losses W-2G
• State refund amount/1099-G
• Income and expenses from rentals
• Alimony paid or received
• Medical and dental expenses
• Real estate and personal property taxes
• State or local taxes paid
• Estimated taxes or foreign taxes paid
• Cash and non-cash charitable donations
• Mortgage or home equity loan interest paid/1098
• Unreimbursed employment-related expenses
• Job-related educational expenses
• Educator expenses
• Tuition and Education Fees/1098-T
• Student loan interest/1098-E
• Casualty or theft losses
• Child care expenses and provider information
• Social Security card(s)
• Driver’s license(s)
• Dependents’ Social Security numbers and dates of birth
• Information concerning Stimulus payment check
• Last year’s Federal and State tax return
• HUD-1 statement or substitute, if new home purchased