Tax Preparation Appointment Getting ready for your tax preparation appointment can seem like a daunting and intimidating task.  It is not always easy to know what information is needed to prepare your tax returns.  To make things a little easier we have provided a basic checklist of information and documents you should bring with you for your appointment.  We've also put together a tax questionnaire for you to fill out and bring to your appointment as well.  Feel free to print these pages and use them as guidelines as you are collecting all your information.  Of course, everyone's individual situation is unique so this checklist is only a reference.  We may require additional information depending on your tax situation.  Please contact our office if you have additional questions.   Individual's Tax Preparation Checklist   Personal Information: q   Current email address, phone number(s) and change of address, if relocated q    Dependent change or addition (including new DOB, & Social Security Number)   Income: q    W-2s q    1099s (INT, DIV, R-Pension, G-Gambling) q    Social Security q    K-1s q    Tax refunds (State and/or Local) received in current year for the previous year   Deductions/Credits: q    Significant medical expenses (if they are above 7½ % of your AGI) q    1098-Mortgage interest or interest paid and not reported on a 1098 q    Car License tabs q    Property taxes paid during the tax year and date paid (please include tax bill) q    Closing papers if you bought or sold a home during the year q    Charitable contributions (cash & non-cash); including name for State purposes q    Unreimbursed expenses related to your work (i.e. union dues, work clothes & tools, books etc) q    IRA contributions and type of IRA q    Unreimbursed moving expenses and reason for moving q    Education expenses, for whom, level of education q    Unreimbursed childcare expenses for each child, provider's name and tax ID#   Business & Income Deductions (if applicable): q    Income q    Detail list of all related expenses q    Vehicle mileage (total & business portion)   Investments: q    Purchase price, quantity, & date for any investment security (stocks, bonds, mutual funds) sold during the year q    1099-S if you sold a home during the year   State & Local Information: q    Taxable value of home (on the tax bill) or rent paid (per month and total) and to whom (name and address) q    Taxes assessed (Not necessarily same as paid during the year) q    Local taxes paid o        Non-Residents - Days worked in the city vs. outside the city