What We Need
Here is a general list of “what we need” required tax information. Your tax specialist will provide you with a personalized list that makes sense for your situation.
PERSONAL INFORMATION FOR EACH FAMILY MEMBER:
- Last Year’s Tax Return (or Valid Driver’s License)
- Name
- Social Security Number (Tax ID Number for Business)
- Date Of Birth (Each Family Member)
- Voided check to insure correct direct tax deposit information
INCOME and TAX INFORMATION:
- Wage Statements (W-2′s or Statements from Foreign Employer)
- Interest/Dividends (1099-INT/DIV)
- Stock Sales (1099 B/Broker Statement)
- State/City Income Tax Refund (1099-G)
- Alimony Received
- Self Employment Income/Expenses (Business or Farm)
- Rental Income/Expenses
- Form K-1′s (Partnership/S Corporation/ Estate or Trust)
- Sale of Any Assets: Business, Rental, Personal Residence
- Pension/Profit Sharing/IRA/401K Distributions (1099R)
- Social Security (Railroad Retirement) (SSA)
- Unemployment Compensation (1099 G)
- Gambling/Lottery Winnings (W-2 G)
- Miscellaneous Income (1099-MISC)
- Estimated Taxes Paid (Federal/State/City)
ADJUSTMENTS AND DEDUCTIONS :
- IRA/SEP/401K Contributions
- Alimony Paid
- Education Expenses/Student Loan Interest (1099-T/1098-E)
- Medical Insurance/Expenses
- Real Estate/Personal Property Taxes/License Plate Fees
- Charitable Contributions – Cash/Non-Cash
- Employee Expenses (Auto/Entertainment/Travel/Moving/Educator Expenses)
- Casualty or Theft Loss
- Miscellaneous Expenses (Safety Deposit Box/Professional Fees/Uniforms/Union Dues/Etc.)
- Residential Energy Credit (Receipts for windows, doors, insulation, etc.)
TAX CREDITS:
- Foreign Taxes Paid
- Child Care (Provider Name, Address, ID Number, Amount Paid)
- Adoption Expenses
