For Tax Appointments you must bring:

1. Your social security card and social security cards for spouses and children
2. Forms such as W-2, 1099, 1098-T, 1042-S, or other income statements, including scholarships and grants
3. Forms 1099 or other statements to report interest, dividends, or capital gains from stock sales
   *Note: If you had significant investment activity in 2008, you may be referred to another professional for your tax preparation.
4. Copies of your federal & state tax returns from last year
5. International students only: your passport (with all U.S. visas), I-20, or DS-2019
6. Your checkbook to get the routing number & bank account number for direct deposit refunds
7. If you plan to itemize deductions: receipts for your medical expenses, home mortgage interest, gifts to charity, real estate and personal property tax paid, and unreimbursed employee expenses paid
8. Your KU ID card.
9. Any federal and state tax booklets (forms/instructions) you have received in the mail
10. A completed copy of the Intake and Interview Sheet (PDF):
    • International students, faculty, and staff
    • US Citizens and Permanent Residents