Vern and Sandys Forsythe

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What to Bring? Checklist for 2013 Tax Returns: (You will need SOME or ALL of these items) 1. 2012 Tax Return 2. Income information for 2013: a. W-2 (s) from employer (s) b. Bank and other interest income (Bring original statements of 1099's) c. Stock dividend statements and broker statements d. Broker statements for both the original stock purchase and sale of stock e. U. S. Bond and Treasury bill income statements f. Municipal bond income (both taxable and non-taxable) g. Unemployment compensation (fully taxable) h. Social Security and Railroad Retirement statements I. Pension statements (1099-R)