E File Cheklist

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Gather :

• Computer with a modem or Internet access
• A copy of last years tax return
• Personal identification (driver's license, Social Security card) for you and your spouse, if applicable, showing the SSN(s)
• The Social Scurity cards of your dependents, if applicable
• W-2s from all of your employers
• Forms 1099 showing dividends and interest paid to you throughout the year.
• Form 1099-G showing any refund, credit or offset of state and local taxes.
• All receipts pertaining to your small business
• Forms 1099-DIV, 1099-R
• Income receipts from rental real estate, royalties, partnerships, S corporation, trusts
• Unemployment Compensation
• Social Security benefits
• Other Income