In order to be best prepared to file taxes we have compiled a list of the documents necessary to bring to your appointment.

Personal Information

–Social Security Number (Spouse and Dependents)

-if no SSN then, Individual Tax Identification Number (ITIN for spouse and Dependents)

Employed

-W-2 Forms or 1099 Misc

Unemployed

-Unemployment, state tax refund (1099-G)

Self-Employed

-Forms 1099, Schedules K-1, income records to verify amounts not reported  on 1099s

-Records of all expenses-check registers or credit card statements, and receipts

-Business assets / Depreciation

-Home office, if applicable

-Record of estimated tax payments ( Form 1040-ES)

Rental Income

-Records of income and expenses

-Rental asset information/ Depreciation (Cost, date placed in service, etc)

-Record of estimated tax Payments made ( Form 1040-ES)

Retirement Income

-Pension/IRA/ Annuity income (1099-R)

-Traditional IRA

-Social Security/RRB income ( 1099-SSA, RRB-1099)

Savings & Investments or Dividends

-Interest, dividend income (1099-INT, 1099-OID, 1099-DIV)

-Income from sales of stock or other property (1099-B, 1099-S)

-Dates of acquisition and records of your cost or other basis in property you sold (if basis is not reported on 1099-B)

– Health Savings Account and long-term care reimbursements (1099-SA or 1099-LTC)

– Expenses related to your investments

– Record of estimated tax payments made (Form 1040–ES)

Other Income & Losses

-Gambling income (W-2G or records showing income, as well as expense records)

– Jury duty records

-Hobby income and expenses

-Prizes and awards

-Trusts

-Royalty Income 1099–Misc.

-Any other 1099s received

– Record of alimony paid/received with ex-spouse’s name and SSN

Types Of Deductions

  • Home Ownership Forms 1098 or other mortgage interest statements
    •  Real estate and personal property tax records
    •  Receipts for energy-saving home improvements (e.g., solar panels, solar water heater)
    •  All other 1098 series forms
  • Charitable Donations Cash amounts donated to houses of worship, schools, other charitable organizations
    •  Records of non-cash charitable donations
    •  Amounts of miles driven for charitable or medical purposes
  • Medical Expenses Amounts paid for healthcare insurance and to doctors, dentists, hospitals
  • Health Insurance Form 1095-A if you enrolled in an insurance plan through the Marketplace (Exchange)
    •  Form 1095-B and/or 1095-C if you had insurance coverage through any other source (e.g., an employer, insurance company, or government health plan such as Medicare, Medicaid, CHIP, TRICARE, VA, etc.)
    •  Marketplace exemption certificate (ECN) if you applied for and received an exemption from the Marketplace (Exchange)
  • Childcare Expenses Fees paid to a licensed day care center or family day care for care of an infant or preschooler
    •  Wages paid to a baby-sitter
      Don’t include expenses paid through a flexible spending account at work
  • Educational Expenses Forms 1098-T from educational institutions
    •  Receipts that itemize qualified educational expenses
    •  Records of any scholarships or fellowships you received
    •  Form 1098-E if you paid student loan interest
  • K-12 Educator Expenses Receipts for classroom expenses (for educators in grades K-12)
  • State & Local Taxes Amount of state/local income tax paid (other than wage withholding), or amount of state and local sales tax paid
    •  Invoice showing amount of vehicle sales tax paid
  • Retirement & Other Savings Form 5498-SA showing HSA contributions
    •  Form 5498 showing IRA contributions
    •  All other 5498 series forms (5498-QA, 5498-ESA)
  • Federally Declared Disaster City/county you lived/worked/had property in
    •  Records to support property losses (appraisal, clean up costs, etc.)
    •  Records of rebuilding/repair costs
    •  Insurance reimbursements/claims to be paid
    •  FEMA assistance information
    •  Check FEMA site to see if my county has been declared a federal disaster area