Things to Bring for Tax Preparation

Things to Bring for Tax Preparation

To ensure the highest quality of tax preparation, we recommend bringing the following information with you to your appointment. You can PRINT the checklist here

Click here to find the LB Tax & Business Advisors location nearest you.

Social Security Cards (including self, spouse & children)
 Driver License or ID Card
 Child Care Provider: Name, Address, Tax ID# or SSN, & amount paid
Education Expenses: Form 1098-T (tuition paid)
 Prior Year’s Taxes
Student loan interest paid: Form 1098-E
 IRA contributions
Early withdrawal penalties
 Moving expenses
 W-2 forms for this year
 Unemployment compensation: forms 1099-G
 Miscellaneous income including rent: form(s) 1099-MISC
 Pensions and Annuities: form(s) 1099-R
Social Security Benefits: form(s) SSA-1099
Partnerships & S Corporations: Schedule K-1
 State and Local Income Tax Refunds: form(s) 1099-G
 Gambling and Lottery winnings: form W-2G
 Interest Income: 1099-INT
 Dividend Income: 1099-DIV
 Proceeds from Stocks: 1099-B
 Sale of Home Income Loss: 1099-B
 Mortgage Interest Statement: form(s) 1098
 Real Estate Taxes Paid
 Personal Property Taxes: Ad Valorem
 Charitable Donations
 Church Tithes & Offering
 Unreimbursed Job Expenses
Unreimbursed Volunteer Expenses
Health Care: Form 1095 A, B or C
Business Income: form(s) 1099 NEC or MISC and/or own records
Partnership Income: Schedules K-1
Business-related expenses: receipts and other documents
Employment taxes & other estimated business taxes paid for current tax year
Tax ID number or Incorporation papers
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