To help save you time and money, review the following list before visiting Pagan, Coriano & Associates for your income tax preparation. If you have any of the items listed below available, bring them to your tax interview and let us prepare your income tax return that results in the largest allowable refund for you.      Social Security Card(s)            Driver’s License(s)            Dependents’ Social Security Numbers & Dates of Birth            Last Year's Federal and State Tax Returns            Wage Statements - Form W-2            Pension or Retirement Income - Form 1099-R            Interest and Dividend Income - Form 1099-INT/Form 1099-DIV            State Income Tax Refund Amount - Form 1099-G            Social Security Income - Form SSA-1099            Unemployment Income - Form 1099-G            Commissions Received/Paid            Information on sales of Stocks or Bonds - Form 1099-B            Self-Employed Business/Farm Income & Expenses -               Form 1099-MISC      Lottery or Gambling Winnings - Form W-2G            Lottery or Gambling Losses      Income and Expenses From Rentals      Income from Partnerships, S Corporations, Trusts, and      Estates - Schedule K-1      IRA Contributions      Alimony Paid or Received      Child Care Expenses & Provider Information      Medical, Eye Care, and Dental Expenses      Cash and Non-cash Charitable Donations      Record of Purchase or Sale of Residence            Mortgage or Home Equity Loan Interest Paid - Form 1098      Real Estate and Personal Property Taxes Paid      State or Local Sales Taxes Paid      Un-reimbursed Employment-Related Expenses      Job-Related Educational Expenses      Educator Expenses      Tuition and Education Fees - Form 1098-T      Student Loan Interest - Form 1098-E      Casualty or Theft Losses            Estimated Taxes      Foreign Taxes Paid

PAGAN, CORIANO & ASSOCIATES

DOCUMENTS TO BRING CHECK LIST