Items and information you will need to provide us
with at your Income Tax Preparation appointment
Information for all filers and dependents:
Social Security Number
Date of Birth
Information about your income:
W-2 forms from all employers
1099 forms from - Investment income, dividend income
1099-G Income from state and local income tax refunds and/or unemployment
Alimony received
Business income:
profit/loss statement
capital equipment information
IRA/pension distribution information
Rental property income/expense
Social Security benefits - form SSA-1099
Income from sales of property -Documentation of cost of improvements, HUD closing statement
Other miscellaneous income - jury duty, gambling winnings
Income Adjustments:
Please provide
IRA contributions
Energy credits
Student loan interest
Medical Savings (MSA) Account contributions
Moving expenses
Self-employed health insurance payments
Keogh, SEP, SIMPLE and other self-employed pension plans
Alimony paid
Educator expenses
Itemized deductions and Tax credits:
Advance Child Tax Credit payment
Child care costs - provider's name, address, tax id, amount paid
Education expense - form 1098-T
Adoption costs
Home mortgage interest - Forms 1098 (Includes Points paid if applicable)
Investment interest expense
Charitable donations - Value of donated property, miles driven, out-of-pocket expenses
Casualty / theft losses - amount of damage less insurance reimbursements
Other miscellaneous tax deductions - union dues, unreimbursed employee expense (uniforms, supplies, education, travel, etc.)
Medical and dental expenses
Taxes Paid:
State and local income taxes paid
Real estate taxes paid
Personal property taxes - vehicle excise tax, license fee
Other information:
Estimated tax payment made during the year
Prior year refund applied to current year
Amount paid with extension
Direct deposit information - routing and account numbers
Social Security Number
Date of Birth
Information about your income:
W-2 forms from all employers
1099 forms from - Investment income, dividend income
1099-G Income from state and local income tax refunds and/or unemployment
Alimony received
Business income:
profit/loss statement
capital equipment information
IRA/pension distribution information
Rental property income/expense
Social Security benefits - form SSA-1099
Income from sales of property -Documentation of cost of improvements, HUD closing statement
Other miscellaneous income - jury duty, gambling winnings
Income Adjustments:
Please provide
IRA contributions
Energy credits
Student loan interest
Medical Savings (MSA) Account contributions
Moving expenses
Self-employed health insurance payments
Keogh, SEP, SIMPLE and other self-employed pension plans
Alimony paid
Educator expenses
Itemized deductions and Tax credits:
Advance Child Tax Credit payment
Child care costs - provider's name, address, tax id, amount paid
Education expense - form 1098-T
Adoption costs
Home mortgage interest - Forms 1098 (Includes Points paid if applicable)
Investment interest expense
Charitable donations - Value of donated property, miles driven, out-of-pocket expenses
Casualty / theft losses - amount of damage less insurance reimbursements
Other miscellaneous tax deductions - union dues, unreimbursed employee expense (uniforms, supplies, education, travel, etc.)
Medical and dental expenses
Taxes Paid:
State and local income taxes paid
Real estate taxes paid
Personal property taxes - vehicle excise tax, license fee
Other information:
Estimated tax payment made during the year
Prior year refund applied to current year
Amount paid with extension
Direct deposit information - routing and account numbers