Getting Ready for Your Appointment!
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PERSONAL INFORMATION |
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Contact information for all tax payers (including addresses, email addresses and phone numbers) |
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Birth dates and Social Security numbers for ALL household members |
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Medical Insurance information for ALL household members for the ENTIRE year. (Please bring 1095 forms if you have them.) |
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Last year's tax return(s) |
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Valid picture ID |
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Child Care receipts/expenses (include provider name, address, and Social Security number OR EIN) |
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Custody statements (if applicable, these may be contained in a divorce decree) |
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Copy of report cards or other proof of residence for children (in case of divorce or separation) |
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MAJOR PURCHASES/SALES |
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Real Estate and/or Personal Property Taxes |
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Mortgage Interest |
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Documentation on property sold during the year |
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Bill of sales for large purchases (cars, boats, land, livestock, etc...) |
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FINANCIAL INFORMATION |
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W2's for all tax payers from all jobs held througout the year |
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Interest statements (1099's) from savings accounts, stock, bonds, dividends, investments, etc...) |
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Retirement Savings contributions |
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State Income Tax Refund (if applicable) |
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Pension Income |
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IRA, 401K, or 403B distributions (1099-R) |
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Unemployment Compensation documentation |
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Social Security or Railroad Retirement information |
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Self-employment Income (109-MISC or record of payments) |
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A cancelled or voided check (if you anticipate a refund) |
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Estimated taxes paid (if applicable) |
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Other income information (including alimony, gambling winnings and/or losses, etc...) |
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WORK EXPENSES |
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Receipts or other documentation detailing unreimbursed expenses incurred for work including travel, mileage, uniforms and equipment |
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CHARITY |
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Receipts or other documentation detailing unreimbursed expenses incurred for volunteer work including travel, mileage and equipment |
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Receipts or other documentation detailing charitable contributions made throughout the year (including church and non-profit organizations) |
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MEDICAL EXPENSES |
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Includes receipts for eye glasses, hearing aids, dental appliances, etc... |
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Nursing care, Physical Therapy, medical equipment and supplies |
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Travel expenses |
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EDUCATION EXPENSES (including Continuing Education)** |
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Tuition and fee statements (includes conference fees) |
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Books and supplies receipts |
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Travel (applies primarily for Continuing Education) |
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Educator unreimbursed expenses (for teachers) |
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OTHER |
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Unreimbursed losses due to natural catastrophe, fire, flood, accident etc... |
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Adoption expenses |
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MOVING EXPENSES |
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Transportation |
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Meals/Lodging |
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Expenses related to housing including temporary lodging, moving vans, etc... |
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Expenses related to job searching |
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BUSINESS EXPENSES |
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Rental property information including mortgage interest, taxes, management costs, cleaning and repairs |
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Inventory list (both current and for end of previous year) |
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Home/Office - if used as principal place of business (include measurements of specific space and total home) |
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Business equipment expenses |
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Transportation (include mileage) |
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Travel expenses |
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Other business-related costs |
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Utility bills - related to Home/Office |
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Office/Equipment repair costs |