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
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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-DIV | |
| 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 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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