Don't know what to bring to your next tax appointment? 

Is it your first time at the office? Please bring your taxes from last year. 

PERSONAL INFORMATION FOR EACH FAMILY MEMBER
    Social Security Card/ ITIN/ ATIN 
    Valid Driver’s License
    Date of Birth


SOURCES OF INCOME
    W-2 FORMS


UNEMPLOYED
    Unemployment, state tax refund (FORM 1099-G)


SELF - EMPLOYED
    Miscellaneous Income (1099-MISC Form)
    Record of all expenses --Check Registers, credit card statements, and receipts
    Business-use asset information (Cost, date placed in service etc.)


RENTAL INCOME 
    Records of Income and Expenses
    Record of estimated payments made (FORM 1040-ES)


RERTIREMENT INCOME
    Social Security/ Railroad Retirement (FORM SSA-1099/ RRB-1099)
    Pension / IRA / Annuity Income / 401(k) (FORM 1099- R)
    Traditional IRA


SAVINGS & INVESTMENTS or DIVIDENDS
    Interests, Dividend Income (1099-INT / 1099-DIV / 1099-OID)
    Income from sales of Stock or other property (1099-B / 1099-S)
    Health Savings Account & Long-Term care reimbursements (FORM 1099-SA / 1099-LTC)
    Expenses related to your investments
    Transactions involving Cryptocurrency (Virtual Currency)

OTHER INCOME & LOSSES
    Gambling Income (W-2G or Records showing Income as well as expense record)
    Trusts
    Royalty Income (1099- MISC) 
    Any other 1099s received
    Record of alimony paid/ Received with ex-spouse’s name & SSN 


TYPES OF DEDUCTIONS 
The type deductions may depend on your life situation. Therefore, you might not need all of the records listed below. 

HOME-OWNERSHIP
    Mortgage Interest (FORM 1098)
    Real estate and personal property tax records
    Receipts for energy- saving home improvements (solar panels, solar water heater, etc.)
    All other 1098 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 & to doctors, dentists, hospitals
 

HEALTH INSURANCE
    FORM 1095-A/ 1095-B or 1095-C 


CHILDCARE EXPENSES
    Fees paid to a licensed day care center or family day care for an infant or preschooler
    Wages paid to a baby-sitter
    Name & Social Security of care-taker

 

EDUCATIONAL EXPENSES
    (FORM 1098-T) from educational institutions
    Receipts to itemize qualified educational expenses
    Records of any scholarships or fellowships you received
    (FORM 1098-E) if you paid student loan interest


K-12 EDUCATOR 
    Receipts for classroom expenses
 

STATE & LOCAL EXPENSES
    Amount of state/local income tax paid
    Invoice showing the amount if vehicle sales tax paid


RETIREMENT & OTHER SAVINGS 
    (Form 5498-SA) showing HAS 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 to see if your county has been declared a federal disaster area

 

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