What to bring to appointments

Personal Information
☐ Government-issued photo ID
☐ Prior-year tax return (if not prepared by Lorna's Tax)
☐ Social Security numbers and dates of birth for everyone on the return (taxpayer, spouse, and dependents)
☐ Bank routing and account numbers for direct deposit (or direct debit, if applicable)
Income
☐ W-2 Forms
☐ Unemployment Compensation (Form 1099-G)
☐ Self-Employment or Independent Contractor Income (Forms 1099-NEC or 1099-MISC)
☐ Pension, IRA, or Annuity Distributions (Form 1099-R)
☐ Interest Income (Form 1099-INT)
☐ Dividend Income (Form 1099-DIV)
☐ Stock and Investment Sales (Form 1099-B)
☐ Schedule K-1s
☐ Social Security Benefits (Form SSA-1099) or Railroad Retirement Benefits (Form RRB-1099)
☐ Other Income (Jury Duty, Gambling Winnings, Prizes, Hobby Income, etc.)
☐ Sale of Real Estate or Other Property (including purchase price/cost basis)
IRA & Health Insurance
☐ IRA Contributions
☐ IRA Distribution Information (Form 1099-R)
☐ Health Insurance Marketplace Statement (Form 1095-A)
Education
☐ Student Loan Interest Statement (Form 1098-E)
☐ Tuition Statement (Form 1098-T)
☐ Receipts for Required Books and Course Materials
☐ College Savings (529) Plan Contributions or Withdrawals
Self-Employment, Farm, & Rental Property
☐ Rental Property Income and Expenses (Profit & Loss Statement if available)
☐ Farm Income and Expenses
☐ Business Income and Expenses (Profit & Loss Statement if available)
☐ Depreciation Schedules (if applicable)
☐ Business Vehicle Mileage and Auto Expenses (if applicable)
☐ Schedule K-1s
Adjustments to Income
☐ Educator Expenses (Qualified Classroom Supplies)
☐ Energy-Efficient Home Improvement Receipts (if applicable)
☐ Self-Employed Health Insurance Premiums
☐ Alimony Paid (if deductible under applicable law)
Itemized Deductions
☐ Personal Property Taxes (Vehicle Taxes)
☐ Real Estate Property Taxes
☐ Mortgage Interest Statement (Form 1098)
☐ State and Local Taxes Paid in the Prior Year (if applicable)
☐ Charitable Donations (Cash)
☐ Charitable Donations (Non-Cash)
☐ Medical and Dental Expenses
☐ Childcare Expenses (Provider's Name, Address, Tax ID or SSN, and Amount Paid)