What to bring for your tax return? If you are a new client, please, bring the copy of 2009 tax return. Here is our checklist to help you make ready your documents regarging your income and deductions. Income Items Documents Remarks Salary or Wage W-2 From your employers Interest income 1099-INT From your banks including overseas interest Dividends 1099-DIV From your brokers or companies Partner's or Shareholder's share K-1 From Partnership or S-Coporation Independent contractor's income 1099-MISC List and amount of expenses in detail Unemployment compensation / Tax refund 1099-G From EDD, State Retirement plan 1099-R 401k rollover, Pension, Social security Gain/loss from stock Broker statements All information about selling and purchasing securites ESPP or Stock option All statements from employers and brokers Grant date & price/Exercise date & price/Sale date & price Deductions Items Documents Remarks Medical expenses Receipts from hospitals and pharmacies Including Health and Long-term care insurance premium Mortgage interest paid Form 1098 From banks and mortgage lenders Property tax Bills or payment records Paid to county Car registration Bills or payment records Paid to DMV Cash or Non-cash donation Receipts or letters or other records From charitable institutions, churches and schools Employee business expenses Bills and payments records Job related expenses not reimbursed by employers Education expenses Form 1098-T From educational institutions Day Care Expenses Bills and payments records Day care business name, EIN, Address, Phone number and amount paid Close this window.