So that you have all the necessary information we need to prepare your return and help you get your refund that much faster, review the following list of information for what applies to your filing status. If you have any questions regarding this information, e-mail or call 817-444-9294 and one of our staff members will gladly help you.

• Social Security Card(s)

• Driver's License(s)

• Dependents' Social Security Numbers & Dates of Birth

• Adoption papers & expenses

• Form W-2 – Wage Statements

• Form 1099-MISC – Independent Contractor Income & Expenses

• Self-Employed Business/Farm Income & Expenses

• Estimated taxes paid

• Form 1099-INT/Form 1099DIV – Interest and Dividend Income

• Form 1099-R – Pension or Retirement Income

• Form 1099-G – Unemployment Income

• Form 1099-B – Sales of Stocks or Bonds

• Form SSA-1099 – Social Security Income

• Form W2-G – Lottery or Gambling Winnings

• Lottery or Gambling Losses

• Casualty or theft losses

• Commissions Received/Paid

• Income and Expenses from Rentals

• Alimony paid or received

• Child care expenses & Provider's Information

• IRA Contributions

• Medical, Dental & Vision Expenses

• Form 1098 or End of Year Statement – Mortgage interest paid

• Real Estate Taxes paid

• Cash and non-cash charitable donations

• Unreimbursed job-related expenses

• Form 1098-T – Tuition and Education Fees

• Student loan interest