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