What to bring to your tax interview

• Wage statements/W-2s/1099-Misc
• Unemployment statement
• Pension, retirement income/1099-Rs
• Interest and dividend income
• Commissions
• Sales of stocks or bonds
• Self-employed business income & expenses
• Lottery or gambling winnings/losses
• State refund amount
• Income and expenses from rentals
• Alimony paid or received
• Record of purchase or sale of residence
• Medical and dental expenses
• Real estate and personal property taxes
• Estimated taxes or foreign taxes paid
• Cash and noncash charitable donations
• Mortgage or home equity loan interest paid
• Unreimbursed employment-related expenses
• Job-related educational expenses
• Child care expenses & provider information (Tax ID Number)
• Social security card(s)
• Dependents' social security numbers and dates of birth
• Last year's tax return
• Registration fees for cars
• Professional dues and memberships