• ​1098 T – Tuition Statement
  
• ​Teachers – Teaching Expenses
  
• ​IRA Contributions
• ​Alimony Paid – Ex-spouse social security number
  
• Self-Employed Health Insurance
  
• Moving Expenses

• W-2 from all employers
• ​1099 Misc – Miscellaneous Income
• 1099 INT – Interest Income
  
• ​1099 G – State Refund Statement
  
• ​SSA 1099 – Social Security Benefits
• ​1099 R – Retirement Income
  
• ​Unemployment Compensation
  
• ​W-2G - Gambling Winnings
  
• ​Alimony Received
  
• ​1099 C – Cancellation of Debt
  
• 1099 Div – Dividends

Here's a summary of what you will need when going to get your taxes prepared.

​Click here for a printable PDF version.

• ​​Your full name, date of birth and social security number
• ​Your spouse full name, date of birth and social security number
• ​Your dependents full names, date of birth and social security number
• ​Your current address and phone number
• ​Your email address
• Last year’s tax return
• Amount paid for last year’s tax return preparation

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Important Tax Links

• IRS Forms & Publications

• ​IRS Frequently Asked Questions
  

• How Long Should I Keep Records
  

• ​Get Transcripts
  

• Tax Scams
  

• Current Tax Tips
  

• ​State of New Jersey Department of Treasury
  

• Pennsylvania Department of Revenue
  

• Financial Aid Resources
  

• 1098 Mortgage Interest Statement
• ​Real Estate Taxes Paid
• ​Health Insurance & Medical & Dental Expenses
• ​Medical Mileage
  
• ​Monetary Donations
  
• ​Non-Monetary Donations
  
• Child Care Expenses (Provider Name, Address, EIN/SSN and amount paid)
• ​Gambling Losses (Only up to the amount won)
  
• ​Balance for Prior Year State or Local Taxes Paid​
• Estimated Tax Payments
  
• ​Sale or Purchase of Home