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It's Tax Time!

 

Below is a list of some of the documents you may need to have a complete and accurate tax return prepared.  Get started now, by scheduling an appointment and gathering  your documentation along with a photo copy of your identification and your form(s) of income  (W2 or 1099). 

 

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Client Data Sheet

Personal Information

  • Social Security Numbers (children and spouse)

  • Child care provider's Name, address and TIN or SSN

  • Alimony (SSN for recipient)

 

Income Information

  • All W-2's for income earned

  • 1099-G for Unemployment Benefits

  • 1099-for miscellaneous income

  • 1099-R for pension and annuity income

  • RRB-1099 for Social Security/RR1 benefits

  • 1099-G State and local tax refunds

  • Amount of alimony received

  • Jury duty compensation

  • Prizes and awards

  • Gambling and lottery winnings

  • Scholarships and fellowships

  • Trust Income

Homeowners/Renters Information

  • Addresses for this tax year

  • 1098 for all mortgages interest (1st, 2nd, 3rd, etc.)

  • 1099-S for sale of real estate (including your home)

  • Real estate property taxes paid

  • Rent paid during tax year

  • Moving expenses

 

Financial Liabilities

  • Auto loans and leases (account numbers and car value) if vehicle used for business

  • Student loan interest paid

  • Early withdrawal penalties on CDs and other time deposits

  • 1099-INT  and 1099-OID for Interest income

  • 1099-DIV for Dividend income

  • 1099-B for proceeds from broker transactions

  • 1099-R for retirement plan distribution

 

Expenses

  • Charitable gifts (any donation of $250 or more must be verified with a qualified written statement from organization)

  • Unreimbursed expenses related to volunteer work

  • Unreimbursed expenses related your employment  (expenses, subscriptions, travel, uniforms, union dues)

  • Investment expenses

  • Job-search expenses

  • Job-related educational expenses

  • Child care expenses

  • Medical savings accounts

  • Adoption expenses

  • Alimony paid

 

Self Employment Information

  • 1099-MISC for Business income or own records

  • Self Employed Income

  • Receipts and other documents for business related expenses

  • Receipts and other documents for Farm Related Expenses

  • Payment records and additional business taxes paid or Employment taxes paid

 

Miscellaneous Tax Documents

  • Cancelled checks, tax vouchers,  or other payment records for local, state an federal income tax paid for current year

  • IRA and other retirement plan contributions, If self-employed, identify if expense was for self or employees

  • Records documenting medical expenses

  • Records documenting any other expenses that may be deductible

  • Records documenting any other revenue received for sale of property that may be taxable or reportable