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Usual Items To Bring To Your Tax Appointment

Personal Information

  • Your social security number
  • Your spouse’s full name and social security number
  • Amount of any alimony paid and ex­-spouse’s social security number
  • Previous tax return for review and continuity (if necessary)
  • Income information (Forms W­2)

Spouse/Dependent Information

  • Dates of birth and social security numbers
  • Childcare records (including the provider’s ID number) if applicable
  • Income of other adults in your home
  • Form 8332, copies of your divorce decree, or other documents showing that your ex­-spouse is releasing their right to claim a child to you

Other Income

  • Unemployment, state tax refund (1099­G)
  • Gambling Income (W­2G or records of earnings and losses)
  • Amount of any alimony received and ex­-spouse’s name
  • Health care reimbursements (1099­SA or 1099­LTC)
  • Jury Duty records
  • Hobby income and expenses
  • Prizes and awards
  • 1099­M
  • Schedule K­1
  • Rental Income: Including records of income and expenses and Rental asset information (cost, date placed in service, etc.)

RETIREMENT INCOME

  • 1099­R (Pension/IRA/Annuity Income)
  • 1099­SSA, RRB­1099 (Social Security/RRB Income)
  • Savings and Investments
  • 1099­INT, 1099­OID, or 1099­DIV statements. To report Interest and Dividend income
  • 1099­B or 1099­S statements. To report the sales of stock or other property Dates of acquisition and records of your cost or other basis in the property that you sold

IRA INFORMATION

  • Amount contributed for tax year being filed and previous year if applicable
  • Traditional IRA Basis
  • Value of IRA’s on Dec 31st of the tax year being filed

EDUCATION EXPENSES

  • Bills from the educational institution or anything else that itemizes what you paid or received loans for versus what was covered by scholarship or other financial aid 1098­T and 1098­E
  • Scholarships and fellowships

VEHICLE INFORMATION

  • Total miles driven for the year
  • Total business miles for the year other than commuting
  • Amount of parking and tolls paid If you are electing to claim actual expenses, totals of gas, oil, car washes, licenses, personal property tax, lease or interest expense, etc.

SELF EMPLOYEED INCOME INFORMATION

  • 1099­M, Schedule K­1, income records to verify amounts not reported on 1099’s.
  • Records of all expenses – check registers or credit card statement 1099­K and receipts
  • Business­use asset information (cost, date placed in service, etc.) for depreciation
  • Office in home information, if applicable (must provide total SqFt of home, total SqFt of room/space used as office, total utilities paid, total rent/mortgage paid, and any other related expenses to the home office including items to depreciate)

ITIMIZING DEDUCTIONS

  • 1098 or other mortgage statements
  • Amount of state/local income tax paid (other than wage withholding) or amount of vehicle sales tax paid
  • Real Estate and personal property tax records
  • Invoice showing amount of vehicle sales tax paid
  • HUD statement showing closing date of home purchase
  • Cash amounts donated to houses of worship, schools, other charitable organizations
  • Records of non­cash charitable donations
  • Amount paid for healthcare insurance and to doctors, dentists, hospitals
  • Amounts of miles driven for charitable or medical purposes
  • Expenses related to your investments
  • Amount paid for previous tax year
  • Employment­related expenses (dues, publications, tools, uniform cost and cleaning, and travel)
  • Job­hunting expenses

IF YOU WERE AFFECTED BY A FEDERALLY DECLARED DISASTER OR HAD A CASUALTY LOSS (E.I. CAR ACCIDENT WITHOUT FAULT)

  • City and County you lived/worked/had property in
  • Records of rebuilding/repair costs
  • Records to support property losses
  • Insurance reimbursements/claims to be paid
  • FEMA assistance information
  • Check FEMA site to see if my county qualifies for individual assistance