What to Bring

It is always better to have too much information than not enough.

When you are pulling everything together for your Minnesota Mobile Tax meeting, here is a list of things it will be helpful to have available.  Bringing everything along saves time, which can save you money!

Income Documents

• W2s
• 1099s
• 1099Misc for Miscellaneous Income
• 1099Int for Interest Income
• 1099Div for Dividend Income
• Self-employment records for income and expenses
• Any other miscellaneous documents that report income

Deduction Documents

• Receipts for Medical Deductions
• 1098s for Mortgage Interest and Property Taxes
• Car Tab Receipts
• Miscellaneous Work Expense Receipts
• 1098s for Student Loan Interest Paid
• 1098s for Tuition Expenses Paid

Dependents

• Social Security Numbers and Birth Dates for everyone on the tax return

Prior Year’s Return