How to come prepared

Last year's tax return
Drivers License (front and back if copy) for anyone listed as a Taxpayer or Spouse (including dependent children who are filing their own return)
Dependents social security card and birth certificates
Wage statement - W-2
Retirement income from pension or IRA - 1099-R
Out of pocket IRA contributions
Social security statement - 1099-SSA
Unemployment compensation - 1099-G
Interest and dividend statements - 1099-INT/1099-DIV
Sales of stocks and bonds - 1099-B
Self employment income and expenses - 1099-NEC
Rents and/or commissions - 1099-MISC
Rental property income and expenses
Lottery and gambling winnings and losses - W2-G
Income from partnerships, corporations, estates, and/or trusts - K-1
Alimony paid or received (only for divorce decrees in place before 12/31/2018)
Mortgage and/or home equity loan interest - 1098
Real estate or personal property taxes paid
Medical and dental expenses
Unreimbursed work expenses and mileage (for State purposes only)
Gifts to charity by cash and/or check as well as goods
Education expense - 1098-T or 1099-Q
Educational savings contributions - NY529 Plans
Child care expenses and provider information
Estimated federal and state taxes paid
1095-A statement for healthcare if purchased through marketplace

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