The Tax Operation, LLC

What to Bring to Your Appointment:
•	Driver’s License(s), Social Security card(s) for taxpayer and dependent children, Dependent Birth Certificates (if applicable)
•	Wage statements, W-2s
•	Child care expenses and provider information (if applicable)
•	Self-employment business income and expenses/1099-NEC*/1099K*
•	Commissions received/paid*  Pension, retirement income/1099-R* Unemployment income/1099-G* Canceled Debt Amount/1099-C*  Social Security income/SSA-1099* IRA contributions*
•	Statements on the sales of stocks or bonds/1099-B * Interest and dividend income/1099-INT/1099-DIV*
•	Lottery or gambling winnings/losses*  State refund amount/1099-G* Income and expenses from rentals* Alimony paid or received*
•	Record of purchase or sale of residence*
•	Medical and dental expenses*
•	Real estate and personal property taxes* 	State or local taxes paid	
•	Estimated taxes or foreign taxes paid*  Cash and non-cash charitable  donations*
•	Mortgage or home equity loan interest paid/1098* Unreimbursed employment-related expenses*
•	Job-related educational  expenses*  Educator expenses**
•	Tuition and Education Fees/1098-T* Student loan interest/1098-E*
•	Moving expenses* Casualty or theft losses*
•	Receipt(s) for qualified energy efficient home improvements*

* If Applicable, all may not apply to you as a taxpayer