 |
A complete copy of last year's federal and state income tax
returns. (not required but helpful) |
|
All current year
information, including, but not limited to
| Wage statements -
Form(s) W-2 |
| Interest
and dividend statements - Form(s) 1099INT and 1099 DIV |
| Pension
and social security statements - Form(s) 1099R and
SSA-1099 |
| Tuition
payment statements - Form(s) 1098-T |
| Property
tax receipts for any property taxes paid in the current
year |
|
|
Information regarding any other sources
of income, both taxable and nontaxable |
|
Notice 1378 - Amount of Economic Stimulus
Payment |
|
Copies of actual social security cards
for you, your spouse, and all dependents. |
|
|
If Homestead Credit is claimed
| A completed rent certificate and/or
copy of your last year's property tax bill |
| A printout of any Wisconsin work (W2)
payments |
|
|
A record of any estimated tax payments
made for last year |
|
If direct deposit of your refund is
desired, a voided check for a checking account or deposit
slip for a savings account |
