What to Bring • Wage statements/W-2s • Self-employment 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 • State refund amount/1099-G • 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 • State or local 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 • Last year’s Federal and State tax return