What to Bring
Basic Information
- Social Security Card for yourself, spouse, and any dependents
- Valid Photo ID
- Savings and Checking account numbers and routing number
Tax Forms
- A copy of your 2010 tax return
- W-2 from all jobs held during the 2011 year
- 1099-G (unemployment)
- 1099-INT (bank interest)
- 1099-MISC and business expenses
- W-2G (gambling)
- 1098 (divident or interest)
- Alimony Income
- Retirement income and contributions
- Social Security Benefits or S.S.I.
- Information regarding education expenses, including student loan interest, tuition, or other student fees paid during the year
- Mortgage interest paid, real estate taxes paid, charitable contributions, and medical expenses
- Unreimbursed childcare expenses, paid provider's name, address, and SSN or tax ID number
- Any other tax documents maied to you
*Please do not call to schedule before you have all necessary documents and tax forms*
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