What do I need to bring when I am having my taxes prepared?
The following is a list of the more common items you should bring if you have them:

• Wage statements (Form W-2)
• Pension, or retirement income (Forms 1099-R)
• Dependents' Social Security numbers and dates of birth
• Last year's tax return
• Information on education expenses
• Information on the sales of stocks and/or bonds
• Self-employed business income and expenses
• Lottery and/or gambling winnings and losses
• State refund amount
• Social Security and/or unemployment income
• Income and expenses from rentals
• Record of purchase or sale of real estate
• Medical and dental expenses
• Real estate and personal property taxes
• Estimated taxes or foreign taxes paid
• Cash and non-cash charitable donations
• Mortgage or home equity loan interest paid (Form 1098)
• Unreimbursed employment-related expenses
• Job-related educational expenses
• Child care expenses and provider information and any other items that you think may be necessary for your taxes.

Click here to download a PDF version of the checklist.