Please use the following list of items to prepare for filing your personal income tax return.

Personal Information

• Dates of birth and Social Security numbers for you, your spouse, children and dependents

• Bank account and routing numbers for electronic refund deposit

• Prior year’s income tax return

Tax Information

• W-2 forms for wages, salaries, tips, etc.

• 1099s for interest, dividends, retirement, Social Security, state/local refunds, etc.

• Rental property income and expenses

• Schedule K-1 from partnerships, S corporations, estates and trusts

• Statements reflecting mortgage interest, real estate and personal property taxes paid

• Any charitable contributions and value of any donated property

• Record of retirement plan contributions such as IRAs, SEP, SIMPLE and other self-employed pension plans

• Statements reflecting investment transactions for securities such as stocks and bonds

• Cost basis information on securities or property sold

• Health insurance coverage Forms 1095-A, 1095-B and/or 1095-C

• Medical and dental expense records

• Documents supporting educational expenses, deductions or distributions including Forms 1098-T, 1098-E or 1099-Q

• Alimony Paid

• Legal documentation of adoption, divorce or separation involving custody of your dependent children

• Closing statements regarding the sale or purchase of real property

• Business expenses that have been incurred personally

• Qualified energy efficient home improvements

• Any tax notices sent to you by the IRS or other taxing authority

• The contents of any envelope that has Important Tax Information or the like printed on the outside

Other

• Estimated tax payments made during the year