What do I need to bring for my taxes?

One of the most common questions we hear is, what do I bring? The following is a list of some more common items you should bring if you have them.

• Wage statements (Form W-2)

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

• Self-Employment Income (may show on forms 1099-K, 1099-MISC, or 1099-NEC)

• Income and expenses from rentals

• Investment Income (forms 1099-INT, 1099-DIV, 1099-B)

• State Unemployment or Refund (1099-G)

• Educational expenses (1098-T)

• Healthcare Marketplace (1095-A)

• Last year's tax return information

• Dependents' Social Security numbers and dates of birth

• Child care expenses and provider information

• Lottery and/or gambling winnings and losses

• Record of purchase or sale of real estate

• Cancelation of Debt 1099-C

• Any other items provided by your employer or financial institution that you think may be necessary for your taxes.