Things to bring to DaleTax for your tax preparation appointment:

• If this is your first year at DaleTax, please bring your Previous Year Tax Return.
• Government issued identification for you, your spouse, and ALL dependents. Birth Certificates, Driver​’s License, and Passports are all acceptable forms of ID.
• Social Security Numbers of self, spouse, children, and any other dependents. Birthdays of self, spouse, children, and any other dependents.
• If you had a new baby or dependent this year, please bring their Social Security Number and a copy of their Birth Certificate.
• Income Sources:  W-2 Forms, 1099 Forms, SSA Forms, Unemployment Compensation, K-1 Forms, Gambling Winnings, Alimony Received.
• ​FORMS 1095-A IF YOU WERE ON THE HEALTH INSURANCE MARKETPLACE (IRS WILL DELAY PROCESSING OF RETURNS IF THIS FORM IS MISSING).
• Student Loan Interest (Form 1098-E​).
• Medical Expenses Categorized.
• Property Taxes Paid (Form 1098 from mortgage company).
• Mortgage Interest Amounts (Form 1098)
• If you bought, sold, or refinanced a property, please bring Closing Documents. 
• Charitable Contribution Amounts, including receipts for all non-cash contributions.
• Interest and Dividend Income (Forms 1099-INT and 1099-DIV)
• Simple Self-Employment Income and Categorized Expenses (click here for a fill-in worksheet).
• Information for Stocks Sold, Purchase Price and Sale Price of each stock. (click here for a fill-in worksheet).
• Rental Properties, bring Rent Income Amounts and Expenses Categorized (click here for a fill-in worksheet).
• Education Expenses (Form 1098-T) and totals for books and supplies paid.
• Childcare Expenses, bring Amounts Paid, Name, Address, and Social Security Number of Provider.
• Schedule K-1 for Entities, S-Corporations, and Partnerships & Trusts.
• Health Savings Contributions and Distributions (Form 1099-SA).
• Energy Efficient Improvements on Primary Residence, including receipts and certificates.

You must retain all receipts and records for substantiation.