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TAX resources

Bring for each member of you household:

• Name

• Date of Birth
• Social Security Card /ITIN/ATIN

• Last Year’s Tax Return

• Valid Driver’s License

income tax information

PERSONAL & BUSINESS RETURNS

• W-2’s

• Interest (1099-INT or substitute)

• Dividend Slips (1099-DIV or substitute)

• Stock Sales (1099-B or Broker Statement)

• Self-Employment Income and Expenses

• Sale of a Personal Residence
• Rental Income and Expenses
• Sale of any Business Assets
• Gambling or Lottery Winnings (W-2G for some winnings)
• State Income Tax Refund (1099-G)

• Pension Income (1099-R)

• Estimated Taxes Paid
• Social Security or Railroad Retirement (SSA-1099 or RRB-1099)

• IRA or 401(k) Distribution (1099-R)

• Unemployment Compensation (1099-G)

• Miscellaneous Income (1099-MISC)
• Alimony Received
• Any K1’s from business or investments
• Farm income

DEDUCTIONS / ADJUSTMENTS

• Medical Expenses

• Real Estate or Personal Property Taxes
• Mortgage Interest
• Charitable Contributions

• Employee Business Expenses

• Gambling Losses

• Moving Expenses

• Rent paid and Landlord's Name and Address
• Traditional IRA Contributions
• Higher Education Expenses
• Educator Expenses
• Student Loan Interest
• Farm expenses
• Teachers – classroom expenses
• Health savings account information form 1099SA etc
• Alimony paid, to whom and their social security number
• Any SEP or SIMPLE contributions
• Health insurance paid with after tax dollars
• Causality or theft losses
• Change Higher education expenses by adding “Form 1098T” to end

TAX CREDITS

• Child Care Provider/Address and Employer Identification Number (EIN) or Social Security Number (SSN)
• Adoption Expenses

• Retirement Savings Contributionsbr
• Any receipts for energy improvements (windows, doors, insulation, new furnace, and hot water heaters)

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