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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