Tax Advice Common Items to Gather Before Visiting Your CPA: A list of questions you may have All forms, for example: W-2 Form(s) 1099 Form(s) Stock/Bond/Mutual Fund Statement(s) 1098 Form(s) (Mortgage Interest Statements) Tuition Statement(s) Miscellaneous items, such as: charitable contributions medical expenses medical mileage moving expenses job search expenses unreimbursed employee expenses security box rental amount investment expenses

• Property tax statement(s)
  

• Estimated tax payment amounts and dates for federal and state
  

• Any correspondence received during the year from the IRS or state
  

• Copy of prior year's tax return
  

• Social Security Numbers and birthdates of you, your spouse, and any dependents you may have
  

• If you have a business, all records of receipts and disbursements, mileage log(s)
  

• If in doubt, bring all statements, forms, and amounts in!
  

• Depending on each person's unique tax situation, other items may need to be gathered by you and analyzed by the CPA