Type of Event | What to bring to your appointment |
Marriage | Prior year return of both spouses |
Divorce | Copy of the divorce decree |
Birth or Adoption | Social Security cards and adoption papers |
Death of child or spouse | Date of death |
Additional members of household | Date of occupancy and relationship |
Job change | Start date and name of new employer W-2s from new and old employers |
Unemployment | Form 1099-G |
Retirement contribution | Type of plan and amount |
Retirement distributions | Form 1099-R |
Social Security benefits | Form 1099-SSA |
Sale of stocks, bonds, etc. | Form 1099-B or other sale documents |
Purchase of stocks, bonds, personal residence, real estate |
Purchase documents; closing papers |
Inheritance | Will; K-1 from the estate |
Rental Property | Income, expenses, new property purchased |
Prizes | Form 1099-MISC; value of prizes not included on 1099-MISC |
Lottery or Gambling winnings | Total amount won whether on W-2Gs or not; total amount of losses |
Health Insurance, medical, dental, or drug expenses |
Health insurance premiums; if it is an employer-sponsored plan, know whether it is paid with pretax dollars; totals of other medical, dental, and drug expenses |
State income or property taxes paid | Prior year’s income tax return; property tax bills; closing papers from the purchase or sale of property; letter from the state regarding any change in a prior filed return |
Charitable contributions of money, property or out-of-pocket expenses |
Date and type of contributions, Knowledge that receipts from the organizations have been received; mileage log for charitable work |
Trade any property | Date of trade, property given up and property received, basis and FMV; qualified intermediary sales agreement or closing papers |
Start or end a small business | Formation or termination dates; Property contributions or distributions |
Lawsuit Settlements | Date received; reason for the settlement; 1099-MISC |
Purchase or refinance a home | Closing papers from purchase; Forms 1098 |