Before Preparing Your Taxes

Return to article Return to Save and Spend on Tax Day (febrero/marzo 2007) Tax Tips (febrero/marzo 2006)

Counselors advise you to take the following items with you when you go for tax counseling:

• Tax forms and preparation booklet
• Copy of last year’s tax return (available from the IRS)
• Forms indicating federal income tax paid
• W-2 forms from employers
• 1099 forms showing interest and dividends
• SSA-1099 forms for Social Security benefits
• 1099R forms for pensions or annuities
• Unemployment compensation statements
• Social Security numbers for dependents
• Documentation with original price of any assets sold

 

(Last updated: March 3, 2006)

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