Here is a list of the most common items to bring to your tax preparer:

* W-2 Statements

* 1099 MISC (miscellaneous income)

* 1099G (Unemployment Compensation)

* W-2G (gambling winnings)

*1099-R (retirement/pension/IRA) distribution forms

*1099-INT (interest income from banks, credit unions, etc)

* 1099-DIV (dividend forms (mutual forms/stocks)

* 1099-B  (gross proceeds from stock/mutual fund sales)

* Cost basis information for any stocks/mutual funds sold/exchanged

* Tax exempt interest info

* Estimated tax payment information- amount, date paid 

* Social Security Benefit payments

*Income or K-1s from other sources such as:

     Rental real estate

     Royalties

     Partnerships

     Corporations

     Trusts

* Alimony paid or received

* Real estate taxes paid

* Car taxes paid

*1098 Mortgage interest/Home equity loan statement

* Charitable Contributions (cash/non-cash)

*Student Loan Interest

*Dependent Care Information

*HSA information (health savings account)

*1098-T (college tuition and fees)

*CHET Contributions

*Out of Pocket Medical Expenses

*Qualified Mortgage Insurance Premiums

*Unreimbursed Employee Expenses (2106)

*Other deductions (ie. union dues, professional licenses, etc)

*Prior year tax return (if new client)