TAX INTERVIEW CHECKLIST 

What Do I need for my tax interview? 

Please have the following information ready.               

Personal info: 

  • Name              
  •  *DOB     
  • **Social security Card/ ITIN/ ATIN 
  • 2 Prior year’s tax returns         
  •  **Valid driver’s license.  

INCOME AND TAX INFORMATION: 

  • W-2s 
  • ** Interest (1099-INT )                  
  •  ** Dividend Statement (1099-DIV) 
  • Stock Sales (1099-B or Broker statement)        
  • ** Self-Employment Income and expenses 
  • Sale of a personal residence                            
  •   *** Rental income and expenses  
  • Sale of any business Assets                                     
  • *** Gambling/ Lottery Winnings (W-2G ) 
  • State Income Tax Refund (1099-G)           
  •    *** Unemployment Compensation (1099-G) 
  • Pension income (1099-R)                        
  •  ** Any Estimated Taxes Paid 
  • Social Security or Railroad Retirement (SSA-1099 or RRB-1099) 
  • IRA or 401(k) Distribution (1099-R)                     
  •  *** Miscellaneous Income (1099-MISC) 

SCH-A DEDUCTIONS/ ADJUSTMENTS: 

  • Medical Expenses     
  •  ** Real Estate or Personal Property Taxes             
  • ** Mortgage Interest (1098) 
  • Charitable Contributions (cash -(must have donation letter if more than $250 and non-cash – requires the donation receipt) 
  • Gambling Losses        
  •  ** Moving Expenses  -only if Military       
  • *** Traditional IRA Contributions  
  • Higher Education Expenses ( Form 1098-T)     
  •  *** Educator Expenses  
  • Student Loan Interest (1098-E) 

TAX CREDITS: 

  • Child Care Provider/Address and Employer Identification Number(EIN) or Social Security Number (SSN)