Whether you are preparing your taxes with us online or in one of our 925+ locations (click here to find our office nearest you), there are certain documents that you can gather to help you and your tax preparer complete your return quickly and easily. Following is a checklist of items to help you collect the documentation that you and your tax preparer will need:

(Note: your tax preparer may also ask you for additional information not listed here)

Personal Information

• Social Security numbers for everyone who will be listed on your return as a taxpayer or dependent.


• Last year's state and federal tax returns

Income Information

• A W-2 form for each job at which you (and your spouse, if applicable) earned wages
• Form 1099-G if you had unemployment compensation and/or a State or local income tax refund
• Form 1099-SSA if you had Social Security Income
• Form 1099-MISC if you had other miscellaneous income
• Form 1099-INT if you had interest income
• Form 1099-DIV if you had dividend income
• Form 1099R Early Distribution of Pension Funds or IRA Distribution
• Alimony received
• Jury duty pay
• Gambling, lottery, or prize winnings
• Scholarships

• Proof of childcare costs (cancelled checks or invoices)
• Childcare provider information (name, address, tax ID or social security number)

Home-Related Information

• Form 1098 showing mortgage interest
• Form 1099-S if you sold your home during the year
• Receipt for real estate taxes paid

Receipts for Other Expenses

• Student loan interest paid
• College education
• Personal property tax for automobiles, boats, or other personal property
• Charitable donations
• Medical care
• Alimony paid
• Tax return preparation fees from last year
• Pre-paid taxes