When you come to Colbert/Ball to get your taxes prepared, you should bring as much of the following information as possible. Don't worry if some of documents listed below are unfamiliar, they may not apply to you. Bring only the documents that apply to your current situation, we'll handle the rest.

1. Driver’s License(s) or other Government Issued ID
2. Social Security Card(s) for You and your Dependents
3. Wage Statements - Form W-2
4. Pension or Retirement Income - Form 1099-R
5. Interest and Dividend Income - Form 1099-INT/Form 1099-DIV
6. State Income Tax Refund Amount - Form 1099-G
7. Social Security Income - Form SSA-1099
8. Unemployment Income - Form 1099-G
9. Lottery or Gambling Winnings - Form W-2G
10. Records of Lottery or Gambling Losses
11. Amount of Alimony Paid or Received
12. Child Care Expenses with Provider Information
13. Medical, Eye-Care, and Dental Expenses
14. Cash and Non-cash Charitable Donations
15. Record of Purchase or Sale of Real Estate
16. Mortgage or Home Equity Loan Interest Paid - Form 1098
17. Real Estate and Personal Property Taxes Paid
18. State or Local Sales Taxes Paid
19. Un-reimbursed Employment-Related Expenses
20. Job-Related Educational Expenses
21. Tuition and Education Fees - Form 1098-T
22. Student Loan Interest - Form 1098-E
23. Casualty or Theft Losses