When it’s time to get your taxes done, be sure to bring all your paperwork with you, when you come to your appointment. Make sure to bring a picture id (driver’s license, state id, military id, etc).
The list below will help you get all of your paperwork in order. We look forward to meeting with you!
• Social Security Numbers of all family members including spouse and children,
Birth certificate(s), Children School records, Children doctor statements
• Childcare provider information including name, address, and tax identification number or social Security number.
• Any alimony paid and the social security number of ex-spouse.
• Last year’s return (if a new client).
Employment & Income Information:
• W-2 forms from all employers.
• Unemployment compensation (Form 1099-G).
• Self-employed (1099-Misc).
• Miscellaneous income, including rent (Form 1099-MISC).
• Partnership, S Corporation, & trust income (Schedules K-1).
• Pensions and annuities (Forms 1099-R).
• Social Security year-end statement/RR1 benefits (Forms RRB-1099).
• Jury duty pay.
• Gambling and lottery winnings (Forms W-2G).
• Prizes and awards.
• Scholarships and fellowships.
• State and local income tax refunds (Form 1099-G).
• Amounts of other income such as hobby income, disability, judgments from lawsuits, inheritances.
• Business income (from Form 1099-MISC and/or personal records).
• Partnership SE income (Schedule K-1).
• Business-related expenses (receipts, other documents & personal records).
• Business mileage for car and any new assets purchased.
• Farm-related expenses (receipts, other documents & personal records).
• Employment taxes & other business taxes paid for current year (personal records).
• Interest income statements (Form 1099-INT & 1099-OID) from banks and credit unions.
• Dividend income statements (Form 1099-DIV) from stockbrokers, mutual fund companies.
• Proceeds from broker transactions (Form 1099-B) from stockbrokers ( Buy – sell statements relating to securities
• Retirement plan distribution (Form 1099-R) from retirement income from pensions, IRA’s, etc.
• Auto loans and leases if vehicle used for business - account numbers and car values.
• Student loan interest paid.
• College form 1098T
• Early withdrawal penalties on CDs and other time deposits.
• Residential address for the current tax year.
• Mortgage interest (Form 1098).
• Sale of your home/real estate (Form 1099-S).
• Interest on second mortgage.
• Real estate taxes paid.
• Rent paid during tax year.
• Personal property tax information (ownership tax on auto registration).
• And, Sales Tax on new auto / vehicles purchases.
Miscellaneous Tax Documents:
• Federal, state & local estimated income tax paid for current year (estimated tax vouchers,
cancelled checks & personal payment records).
• IRA, Keogh and other retirement plan contributions (distinguish between self and employees).
• Records to document medical expenses not reimbursed by insurance (include insurance premiums).
• Records to document casualty or theft losses.
• Records for any other expenditure that may be deductible.
• Records for any other revenue or sales of property that may be taxable or reportable.
• All other related tax documents.
• Gifts to charity (qualified written statement from charity for any single donations in excess of $250).
• Donations of goods (not cash or check) with details of amount, to whom, and items etc with receipt.
• Non-reimbursed expenses related to volunteer work.
• Investment expenses.
• Child care expenses.
• Medical Savings Accounts
• HSA (health avings account)
• Adoption expenses.
• Any correspondence received from the IRS or State taxing agencies.
• Proof of Health Insurance.