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Basically, you need to bring identification, income documents (W-2 and 1099 forms), and expense documents. You also need to bring documents to show all your income for the year. These documents may include:

Driver’s License

W-2s from your employers,

1099-MISC forms for self-employment income,

1099-INT (interest) and 1099-DIV (dividends) forms,

1099-B forms showing brokerage trades in stocks and bonds,

K-1 forms for income from a partnership, small business, or trust,

1099-SSA form showing Social Security received.

HEALTH INSURANCE information.

Be sure to bring written documents for additional income not reported on a W-2 or 1099 form, such as other self-employment income, rental income, or alimony. This could be a spreadsheet, bank statements, or other written evidence.

Bring canceled checks, receipts, or spreadsheets for any tax-related expenses. This may include contributions to your traditional or SEP-IRA, moving expenses, college expenses, medical and dental expenses, real estate taxes, gifts to charities and churches, and daycare or childcare costs. Some expenses are reported to you. Mortgage interest, for example, is reported to you on form 1098, and student loan interest is reported on form 1098-E.

If you paid estimated taxes, bring a summary of your federal and state estimated payments and canceled checks.

 YES! You can help us in a huge way by organizing and totaling your receipts! For example, medical, dental, prescription and any other receipts that are multiple receipts for the same category. 

 YES! The IRS has 10 years to collect assessed tax. Unless, the taxpayer agrees to extend this statute the balance due on this assessed tax will disappear 10 years from the date of assessment. 

 If you e-file opting for direct deposit and have not received your refund within 3 weeks after filing your return (eight weeks if you filed a paper return opting for a paper check), you can check your refund status by logging onto www.irs.gov. Click on “Where’s My Refund” then go to “Get My Refund Status.” Or, you can call the Refund Hotline at (800) 829-1954.