Last year's tax return
Current year's tax forms and booklet
Social Security cards or other official documentation for yourself and all dependents
Checkbook if you want to do a direct deposit of any refunds
Income
W-2 from each employer
Unemployment compensation statements
SSA-1099 form showing the total Social Security benefits paid to you for the year, or Form RRB-1099, Tier 1 Railroad Retirement benefits
1099 forms reporting interest (1099-INT), dividends (1099-DIV), proceeds from sales (1099-B), as well as documentation showing the original purchase price of your sold assets
1099-R form if you received a pension or annuity, especially if you had a portion withheld for income tax purposes
1099-MISC form showing any miscellaneous income
Payments
You will need to bring all forms and canceled checks indicating federal and state income tax paid (including quarterly estimated tax payments).
Deductions
Most taxpayers have a choice of taking either a standard deduction or itemizing their deductions. If you have a substantial amount of deductions, you may want to itemize. You will need to bring the following information:
1098 form showing any home mortgage interest
Receipts or canceled checks for medical/dental expenses (including doctor and hospital bills and medical insurance premiums), receipts for prescription medicines, costs of assisted living services and bills for home improvements, such as ramps and railings for people with disabilities
Receipts for contributions to charity
Receipts or canceled checks for all tax income and property taxes you paid, as well as records of tax refunds
Credits
Dependent care provider information (name, employer ID or Social Security number)
Receipts, canceled checks or 1099 forms related to continuing
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