What to Bring

Organizer for tax year 2016

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You can print or save this document to make sure you have all the information you need for your taxes

EITC Eligibility and Documentation

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Document Checklist

  •   Social Security Cards for yourself and each dependent.
  •   W-2s from your employers
  •   1099-MISC forms for self-employment income
  •   1099-INT (interest) and 1099-DIV (dividends) forms
  •   1099-B forms showing brokerage trades in stocks and bonds
  •    K-1 forms for income from a partnership, small business, or trust
  •   1099-SSA form showing Social Security received
  •   Written documents for additional income not reported on a W-2 or 1099 form, such as other self-
      employment income, rental income, or alimony.
  •   1098 forms reporting mortgage interest
  •   1098-E forms reporting student loan interest
  •   Copies of the previous years tax return (If you are a first year client)
  •   Cancelled checks, bank statements or receipts along with summary of any estimated federal and state
      payments made in the year of the tax return
  •   Cancelled checks, bank statements or receipts from any estimated taxes paid to your city.

Other expenses*:

  •   contributions to traditional or SEP-IRA
  •   moving expense
  •   college expenses
  •   medical and dental expenses
  •   real estate taxes
  •   gifts to charities and churches
  •   daycare or childcare costs.

    *While you should keep written documentation such as cancelled checks, receipts or spreadsheets for
    these types of expenses, for the purpose of your tax appointment you only need to bring in totals.


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