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What do I need to bring to have my Individual Return Completed?
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PERSONAL INFORMATION FOR EACH FAMILY MEMBER:

* Name
* Date of Birth
* Social Security Card/ITIN/ATIN
* Last Year's Tax Return
* Valid Driver's License

INCOME AND TAX INFORMATION:​

* W-2's
* Interest (1099-INT)
* Dividend Slips (1099-DIV or Broker Statement)
* Stock Sales (1099-B or Broker Statement)
* Self-Employment Income and Expenses
* Sale of a Personal Residence 
* Rental Income and Expenses
* Sale of any Business Assets
* Gambling or Lottery Winnings
* State Income Tax Refund from last year
* Pension Income (1099-R)
* Estimated Taxes Paid
* Social Security Statement
* Railroad Retirement  
* IRA or 401(k) Distribution
* Unemployment Compensation
* Miscellaneious Income (1099-MISC)

DEDUCTIONS / ADJUSTMENTS:

* Medical Expenses
* Real Estate or Personal Property Taxes
* Mortgage Interest
* Charitable Contributions
* Employee Business Expenses
* Gambling Losses
* Moving Expenses
* Traditional IRA Contributions
* Higher Education Expenses
* Educator Expense
* Student Loan Interest

TAX CREDITS:

* Child Care Provider / Address and Employer ID Number (EIN) or Social Security         Number (SSN)
* Adoption Expenses
* Retirement Savings Contributions