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.
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| 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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