Not sure what you need to bring to your tax appointment?
Here is a list of items you may need to gather…
Income
- Copies of last two year’s tax return (new clients only)
- W-2 Wages
- Interest & Dividends
- Partnerships, Estates & Trusts K-1
- Rental Property Income 1099-misc
- Self- Employment Income- 1099’s
- Unemployment (download 1099-G)
- Debt Cancellation- 1099-C
Tax Adjustments
- IRA /SEP contributions Form 5498
- Student Loan Interest Form 1098-E
- Alimony Paid
Medical Expenses
- Doctors, Dentists, and Nursing Care
- Eyeglasses, exams and contact lenses
- Insurance Premiums
- Orthopedic Aids & Equipment
- Prescription Medicines
- Transportation for Medical
- HSA Contributions 5498-SA
- HSA Distributions 1099-SA
Taxes
- Real Estate Taxes
- DMV Fees- Basic Gov’t Svc Tax
- Sales Tax on automobiles & boats
Interest
- Home Mortgage Interest Form 1098
- Home Equity Loan Interest
- Investment interest
Proof of Health Insurance
- 1095-A,
- 1095-B, or 1095-C (if received)
Miscellaneous Income
- Alimony received
- Bonuses
- Disability Income
- Gambling or Lottery Winnings W2-G
- Pension & IRA Distributions 1099-R
- Sale of Property – Price /Dates (Buy/Sell)
- Sale of Stocks/ mutual funds- cost basis
Miscellaneous Deductions
- Employment Related expenses
- Gambling losses (not to exceed winnings)
- Legal fees to protect income
- Union and Professional Dues
- Employee Educational Expenses
- Moving Expenses
- Educator Expenses
Donations
- House of Worship
- Veterans Groups
- Used clothing, furniture, goods
- Non-profit organizations
Miscellaneous Items
- Mortgage Refinancing paperwork
- Daycare Expenses & Facility EIN
- Name Change with Supporting Documents
- SS#- New children/ Name Change
- HUD Statement : New Home purchase in 2017