Tax Preparation
THINGS TO BRING WITH YOU FOR TAX PREPARATION
Social Security cards
Drivers Licenses
Dependents social security numbers and dates of birth
Last years federal and state tax returns
W-2'S Pension or retirement 1099-R forms
Social Security Income 1099
Interest and dividend income
Amount of state refund
Unemployment Income
1099-G Sales of stocks or bonds
1099-B
Self employed income and expenses
1099-Misc
Lottery or Gamiling winnings
Lottery or gambling loss
Income and expenses for rental property
Ira Contributions
Alimony paid or received SS#- need for person payable to.
Child Care expenses and provider information (Name, Address, phone #, and tax id)
Medical, Eye-care and dental expenses
Cash and Non-cash contributions
charitable contributions, Name of Charity
Records of purchase or sale of residence
Mortgage or home Equity interest paid
State or local sales tax paid
Commission received
Tuition Fees or education fees
Student Loan Interest paid1098-E
Estimated Taxes Paid
Foreign tax paid
1095-A 1095-B 1095-C