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