This is a good question! You should bring all tax-related documents provided by your employer(s), pension provider and/or social security administration, bank, credit union, stock broker, mortgage holder, childcare provider, etc. These would include the W-2, 1099-B, 1099-DIV, 1099-INT, 1099-R, Social Security statement, 1098-M, property tax bill, vehicle registration forms showing excise tax, record of charitable contributions, etc.
If you own rental property, a small business or a farm, bring records of income and expenses.
For a more complete list, please review our Tax Appointment Checklist and Questionnaire for the current Tax Season from our main menu under “Appointment Docs”