Documents You May Have Received for Tax Purposes

W-2 
W-2G 

1098 
1098-C 
1098-E 

1098-T 
1099-A 
1099-B 
1099-C 

1099-DIV 
1099-G 

1099-INT 
1099-LTC 
1099-MISC 
1099-OID 

1099-PATR 

1099-Q 
1099-R 
1099-S 
1099-SA
Schedule K-1 (1065, 1041, 1120-S)

Other Documents That May Come In Handy

Medical Bills
Personal
Property Taxes
Real Estate Taxes
Charitable Donations
Previous Tax
Return
Birth Dates
Social Security Numbers
Letters From The IRS
Education Expenses (Tuition, Books, Supplies)

If you  purchased a home during 2014, you may qualify for a credit. Please bring  your HUD1 contract, previous 1098 forms (if you purchased  a second home),  and any other supporting documents.

If you installed  certain energy saving appliances,
you may qualify for a tax credit. Alternative  energy such as solar power and other similar types also qualify you for a credit.

If you think a document could be used to give you a better tax deduction, don't be afraid to ask, we will see if and how it could be  applied.