Things To Get Ready For Tax Return Appointment

• W-2's
• 1099's:
  • Self employed income
  • Interest
  • Dividends
  • Stock sales
  • IRA distributions
  • Pensions
  • Annuities
  • Mortgage interest
  • Social security benefits
• Unemployment compensation
• IRA contributions
• Alimony paid or received
• Property tax bill
• Charitable contributions
• Tuition payments for higher education for the Hope and Lifetime Learning Credits
• Statement from childcare provider for childcare credit
• Medical expenses
• Detailed expense records for self employed individuals so Schedule C can be completed accurately
• Completed rent certificate for individuals who qualify for the Wisconsin Homestead Credit
• Social security cards for claimed dependents
• Last year's tax returns

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