To complete your tax return we will require the following
information:
 PRINTER
FRIENDLY
1. Your name (as shown on your social security
card), your address, and your date of birth.
2. The names (as shown on their social security
cards), the addresses, and the dates of birth of your spouse and
dependents.
3. A copy of your previous year tax return, if
available.
4. All income statements for:
- Wages (Form W-2)
- Pensions (Form 1099-R)
- Interest (Form 1099-INT)
- Dividends (Form 1099-DIV)
- Unemployment Compensation (Form 1099-G)
- Social Security (Form SSA-1099)
- Sales of Stock or Bonds (Form 1099-B)
- Lottery or Gambling Winnings (Form W-2G)
- State Income Tax Refund (Form 1099-G)
 (more
 )
- Partnerships, Corporations, Trusts, or Estates (Schedule
K-1)
5. If Itemizing Deductions:
- Medical, Dental, and Prescription Drug Expenses Paid
- Real Estate Taxes Paid
- Personal Property Taxes Paid (Automobile)
- Home Mortgage Interest Paid, Including “Points” (Form
1098)
- Cash and Noncash Charitable Contributions
- Casualty and Theft Losses
- Unreimbursed Employee Expenses (Travel, Union Dues,
Education)
- Tax Preparation Fees
6. Alimony Paid or Received
7. Child Care Expenses including Provider
Name, Address, and EIN/Social Security Number
8. Estimated Federal and State Income Taxes
Paid (If Applicable)
9. Tuition and Education Costs (Form
1098-T)
10. Student Loan Interest (Form 1098-E)
11. Income and Expense Statements from Rental
Property
12. Income and Expense Statements from Self
Employment
13. IRA Contributions |
