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.

Click here to find the L&B Tax Service, Inc. location nearest you.

PERSONAL DATA
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
ADJUSTMENTS
Student loan interest paid: Form 1098 E
 IRA contributions
Early withdrawal penalties
 Moving expenses
EMPLOYMENT & INCOME DATA
 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 INT
 Proceeds from Stocks: 1099-B
 Sale of Home Income Loss: 1099-B
ITEMIZED DEDUCTIONS
 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
SELF-EMPLOYMENT DATA
Business Income: form(s) 1099 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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IMPORTANT UPDATES

The DEADLINE to file your business tax returns stated by the IRS is Monday March 16th, 2020 OR file for an extension to avoid a severe penalty.

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