Bring Any Tax Forms Below That Were Sent to You

GENERAL INFORMATION

-State-Issued picture ID-

-Social Security Cards for everyone yourself and spouse/dependents (if applicable)-

-Your Checking Account  & Routing Number (for your refund to be direct deposited into)-

-Copy of your revious year tax return-

FOR SIGNATURE LOAN

INCOME
 (not all will apply)

-W-2 for you & spouse-

-Unemployment-

-1099 – Interest and Dividend-

-Income, Retirement, Annuities-

-Social Security or Disability received-

-Alimony or Child Support received-

-Gambling income and losses-

-Cost Basis of Securities Sold-

-Rental Property Income- 

-Utility bill within last 30 days-

-Car Insurance card-

CREDITS/DEDUCTIONS

(not all will apply)

-Child Care Expenses-

-1098-T Education Tuition Expense-

-Interest Paid on Student Loans-

-Alimony Paid (need Social Security number of

recipient)-

-1098 – Mortgage Interest Expense-

-Medical savings account-

-Moving expenses-

-IRA contributions-

-Rental Property Expense & cost basis-

-Adoption expenses-

-Medical Expenses

(Health Care – Prescriptions, Doctors,

Dentists, Eyeglasses, Medical Insurance, Long Term Health Care Insurance)-

-Real Estate Taxes and other taxes paid-

-List of Charitable Contributions-

-Un-Reimbursed Job Expense-

-Union/Professional Dues, Job related educational costs, Investment expenses, Job Search expense, Hobby expense, Work uniforms, Safe deposit box