Documents Required for Your Tax Interview

When attending a tax interview, it's important to come prepared with the necessary documents to ensure a smooth and efficient process. Here is a list of documents you may need to bring:

1. Photo identification (e.g. driver's license, passport)
2. Social Security card or individual taxpayer identification number (ITIN)
3. W-2 forms from all employers
4. 1099 forms for any additional income received
5. Proof of deductions and credits (e.g. receipts, invoices)
6. Bank statements and investment income statements
7. Previous year's tax return
8. Any other relevant financial documents

By bringing these documents to your tax interview, you can help ensure that your taxes are filed accurately and efficiently. Remember to double-check with your tax preparer or accountant for any specific requirements based on your individual tax situation.