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
- Wages paid to a baby-sitter
- 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