Devon Business Group - Tax Preparation Accounting Real Estate and Travel office

Social Security Card(s)
Driver’s License(s)
Dependents’ Social Security numbers and dates of birth
Wage Statements (W-2)
Last year’s return (if available)
Pension, Retirement Income, 1099-R(s)
Interest and Dividend Income
Commissions
Sales of stocks or bonds
Self-employed business income & expenses
Lottery or Gambling winnings/losses (W-2G)
State Tax Refund (1099-G)
Social Security/Unemployment Income (SSA-1099)
Rental Property Income and Expenses
Alimony Paid or Received
Record of Purchase or Sale of Residence
Medical and Dental expenses
Real estate and personal property taxes
Estimated taxes or foreign taxes paid
Cash and non-cash charitable contributions
Mortgage or home equity loan interest paid
Un-reimbursed employment related expenses
Job related educational expenses
Child care expenses and provider information
Education Expenses (if any)
Moving Expenses (if any)