Preparing for your Tax Appointment

Residency and Identification documents:

• Drivers License or State IDs

• Social Security Cards

Income documents:

• Income from jobs: forms W-2 for you and your spouse

• Investment income—various forms 1099 (-INT, -DIV, -B, etc.), K-1s, stock option information

• Income from state and local income tax refunds and/or unemployment: forms 1099-G

• Taxable alimony received

• Business or farming income—profit/loss statement, capital equipment information

• If you use your home for business—home size, office size, home expenses, office expenses

• IRA/pension distributions—forms 1099-R, 8606

• Rental property income/expense—profit/Loss statement, rental property suspended loss information

• Social Security benefits—forms SSA-1099

• Income from sales of property—original cost and cost of improvements, escrow closing statement, cancelled debt information (form 1099-C)

• Prior year installment sale information—forms 6252, principal and Interest collected during the year, SSN and address of payer

• Other miscellaneous income—jury duty, gambling winnings, Medical Savings Account (MSA), scholarships, etc.

Other tax documents:

• IRA contributions

• Energy credits

• Student loan interest

• Medical Savings Account (MSA) contributions

• Moving expenses (for tax years prior to 2018 only)

• Self-employed health insurance payments

• Keogh, SEP, SIMPLE and other self-employed pension plans

• Alimony paid that is tax dedcutible

• Educator expenses

• State and local income taxes paid

• Real estate taxes paid

• Personal property taxes—vehicle license fee based on value

• Estimated tax payment made during the year, prior year refund applied to current year, and any amount paid with an extension to file.

• Direct deposit information—routing and account numbers

• Foreign bank account information—location, name of bank, account number, peak value of account during the year

Tax deduction documents:

• Advance Child Tax Credit payments received

• Child care costs—provider’s name, address, tax id, and amount paid

• Education costs—forms 1098-T, education expenses

• Adoption costs—SSN of child, legal, medical, and transportation costs

• Home mortgage interest and points you paid—Forms 1098

• Investment interest expense

• Charitable donations—cash amounts and value of donated property, miles driven, and out-of-pocket expenses

• Casualty and theft losses—amount of damage, insurance reimbursements

• Other miscellaneous tax deductions—union dues, unreimbursed employee expenses (uniforms, supplies, seminars, continuing education, publications, travel, etc.) (for tax years prior to 2018 only)

• Medical and dental expenses