PERSONAL INFO
- All names/SSNs/ITINs as on SSN or ITIN cards(For both spouses and all dependents)
- Photo Identifications (For both spouses)
- Checking account number and routing number (For direct deposit)
- Last year tax returns
INCOME:
- W2-Form(s)
- Interest Statements 1099-Int(s)
- Dividend Statements 1099-Div(s)
- Misc income statements 1099-Misc(s) if you were independent contractor or have business
- 1099-B and related information if you sold stocks in 2009
- Foreign income details like foreign bank interest, foreign stock sale gains, PF, PPF account gains etc.
- Pension income 1099-R(s), including IRA or 401(k) distribution
- Unemployment Compensation 1099G
- State Income Tax Refund 1099G
- Rental income if you have rental properties
- Sch k forms(Partnerships and S-Corp)
- 1099-SA if you spent or took distribution from your HSA account
EXPENSES:
- IRA Contributions (Traditional & Roth)
- Student Loan Interests (Even if paid in India)
- Higher education expenses 1098T
- Moving expenses (Any statements from employer)
- Mortgage Statements & Property Taxes 1098(s)
- Closing statement if you have purchased or refinanced your house
- Charity contributions
- Employee business expenses including any training costs
- Vehicle registration fees or private property taxes
- Dependent care expenses and provider details including their federal ids
- Rental expenses if you have rental properties
- Estimated taxes paid
- HSA account contributions
- Business expenses if you were independent contractor or have a business
WE LOOK FORWARD ON WORKING WITH YOU!
Please forward this information to info@mirandaassociates.org
or
Have ready for your appointment