In order to save you time and money please review the following list so you can better prepare for your tax preparation appointment. Please bring all available items that are applicable to your situation to your tax preparation meeting. Taking these steps will enable us to prepare a tax return that results in the most refund in the least amount of time for you.

As soon as your are ready to schedule an appointment call the TaxQue office nearest you.

	Social Security Card(s)
	Driver’s License(s)
	Dependents’ Social Security Numbers & Dates of Birth
	Last Year´s Federal and State Tax Returns
	Wage Statements - Form W-2
	Pension or Retirement Income - Form 1099-R
	Interest and Dividend Income - Form 1099-INT/Form 1099-DIV
	State Income Tax Refund Amount - Form 1099-G
	Social Security Income - Form SSA-1099
	Unemployment Income - Form 1099-G
	Commissions Received/Paid
	Sales of Stocks or Bonds - Form 1099-B
	Self-Employed Business/Farm Income & Expenses - Form   1099-MISC
	Lottery or Gambling Winnings - Form W-2G
	Lottery or Gambling Losses
	Income and Expenses From Rentals
	Income from Partnerships, S Corporations, Trusts, and Estates -   Schedule K-1
	IRA Contributions
	Alimony Paid or Received
	Child Care Expenses & Provider Information
	Medical, Eye Care, and Dental Expenses
	Cash and Noncash Charitable Donations
	Record of Purchase or Sale of Residence
	Mortgage or Home Equity Loan Interest Paid - Form 1098
	Real Estate and Personal Property Taxes Paid
	State or Local Sales Taxes Paid
	Unreimbursed Employment-Related Expenses
	Job-Related Educational Expenses
	Educator Expenses
	Tuition and Education Fees - Form 1098-T
	Student Loan Interest - Form 1098-E
	Casualty or Theft Losses
	Estimated Taxes
	Foreign Taxes Paid