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What Should I Bring When I Am Having My Taxes Prepared?

Some helpful information about what you need to bring with you when you are Having your Taxes Prepared

Posted Mon, Mar 26, 2012 at 3:58 pm ET|Updated Mon, Mar 26, 2012 at 4:09 pm ET

What Should I Bring When I Am Having My Taxes Prepared?

Following is a list of the more common items you should bring if you have them.

- Wage statements (Form W-2)

- Pension, or retirement income (Forms 1099-R)

- Dependents' Social Security numbers and dates of birth

- Last year's tax return

- Information on education expenses

- Information on the sales of stocks and/or bonds

- Self-employed business income and expenses

- Lottery and/or gambling winnings and losses

- State refund amount

- Social Security and/or unemployment income

- Income and expenses from rentals

- Record of purchase or sale of real estate

- Medical and dental expense

- Real estate and personal property taxes

- Estimated taxes or foreign taxes paid

- Cash and non-cash charitable donations

- Mortgage or home equity loan interest paid (Form 1098)

- Unreimbursed employment-related expenses

- Job-related educational expenses

- Child care expenses and provider information And any other items that you think may be necessary for your taxes.

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