Copy of Last Year's Tax Return (New Clients Only)

Form W-2 Wage Statements

Interest and Dividend Income - Forms 1099-INT & 1099-DIV

Mortgage Interest Paid - Form 1098

Real Estate Taxes Paid

DMV Automobile Registration Paid

Charitable Contributions - Cash & Non-cash
◦ Check https://www.sdgoodwill.org/donationvalue.html to assist with valuing non-cash items

Stock Sales - Form 1099-B
◦ Original Cost of Stock; Date of Purchase; Sales Price; Date of Sale

Pension/IRA Income - Form 1099-R

California Income Tax Refund - Form 1099-G

Student Loan Interest Paid

Alimony Paid or Received (Need SSN of Recipient)

Lottery/ Gambling Winnings & Losses

Self-Employment Income & Expenses

Rental Income & Expenses

Form K-1's for Partnerships, LLC, Estates & Trusts

Final Closing  Escrow Statements for Sale / Refinance / Short Sale / Foreclosure of Real Estate

Social Security & Unemployment Income

Medical & Dental Expenses (only if it exceeds 7% of income)

Health Insurance & Long Term Care Premiums Paid

Child Day Care Expenses
◦ Provider's Name; Provider's Address & Phone #; Provider's Federal Identification Number; Amount Paid per Child

Education Tuition Costs for Any Family Member

Employee Business Expenses (if exceeds 2% of your income)

Expenses Related to Investments

Receipts for Energy-Efficient Home Improvements

Amount Contributed to Your IRA

Moving Expenses (if more than 50 miles for a new job)

Safe Deposit Box Rental

List of Amounts & Dates Estimated Taxes Paid to Internal Revenue Service & Franchise Tax Board

Any Correspondence from the IRS or Franchise Tax Board

Copy of Most Recent Paycheck Stubs (if you want to change withholding)

Bank Account Number & Routing Number to Direct Deposit Refunds