What Should I Bring? Getting ready for your tax appointment can be overwhelming. Below is a list of many of the documents you may need to bring to your appointment. Print out this list, gather your documents and come and see us at K&R Professional Services. Personal Information Last year’s income tax for new clients Name, address, social security number and date of birth for yourself, spouse and dependents Driver license for yourself and spouse Banking information for direct deposit Direct telephone number Proof of health insurance Income Wages (W-2) Retirement distributions (1099-R) Miscellaneous income (1099-MISC) Certain government payments (1099-G) Scholarship and fellowship grants (1098-T) Dividend income Rental, real estate or royalties Share from business (K-1) Alimony received Social security benefits (1099-SSA) Gambling winnings (W-2G) Business income/expenses Expenses Property expenses list Medical and dental expenses State and local taxes Real estate taxes Home property tax Mortgage/Home equity loan interest/mortgage insurance (1098-INT) Gift by cash or check/charitable contribution Unreimbursed employee expenses Investment expenses Federal and state estimated tax payment Make your appointment today! (973) 883-1009
