To ensure you receive every tax deduction and credit for which you
qualify, it's important to bring documentation to your tax
appointment. If you are faxing, emailing, dropping off, or mailing via
postal service you will want to include the following:
qualify, it's important to bring documentation to your tax
appointment. If you are faxing, emailing, dropping off, or mailing via
postal service you will want to include the following:
Tax Appointment Checklist
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Tax Appointment Checklist
* Social Security Card(s) - Spouse and Children
* Driver’s License(s)
* Dependents’ Social Security Numbers & Dates of Birth
* Last Year's Federal & State Tax Returns
* Wage Statements - Form W-2
* Pension or Retirement Income - 1099-R
* Interest & Dividend Income - Form 1099-INT/Form 1099-DIV
* Proceeds from Broker Transactions - Form 100-B
* State & Local Income Tax Refund Amounts - Form 1099-G
* Social Security Income - Form SSA-1099
* Unemployment Income - Form 1099-G
* Miscellaneous Income Including Rent - Form 1099-MISC
* Commissions Received
* Commissions Paid
* Sales of Stocks or Bonds - Form 1099-B
* Self-Employed Business/Farm Income & Expenses - Form 1099-MISC
* Self-Employed Business Related Expenses - Receipts, Documents,
Records
* Farm-Related Expenses - Receipts, Documents, Records
* Employment Taxes & Other Business Taxes Paid for Current Year -
Payment Records
* Lottery or Gambling Winnings - Form W-2G
* Lottery or Gambling Losses
* Prizes & Awards
* Income & Expenses From Rentals
* Income from Partnerships, S Corporations, Trusts, & Estates -
Schedule K-1
* IRA/401K Contributions and Distributions
* Alimony Paid or Received
* Jury Duty Pay
* Child Care Expenses & Provider Information - Including Tax I.D. or
Social Security Number
* Adoption Expenses
* Medical, Eye Care, & Dental Expenses
* Medical Savings Accounts
* Cash & Noncash Charitable Donations
* Record of Purchase or Sale of Real Residence
* Mortgage or Home Equity Loan Interest Paid - Form 1098
* Real Estate & Personal Property Taxes
* Moving Expenses
* Investment Expenses
* Residential Addresses(s) for this Year
* Rent Paid During the Year
* Home Improvement Expenses
* Unreimbursed Employment-Related Expenses
* Unreimbursed Volunteer-Related Expenses
* Job-Related Educational Expenses
* Job-Hunting Expenses
* Educator Expenses
* Tuition & Education Fees - Form 1098-T
* Student Loan Interest - Form 1098-E
* Scholarships & Fellowships
* Casualty or Theft Losses
* Early Withdrawal Penalties on CDs & Other Time Deposits
* Federal, State & Local Estimated Income Tax Paid for Current Year:
Estimated Tax Vouchers, Cancelled Checks & Other Payment Records
* IRA, Keogh & Other Retirement Plan Contributions - If Self-
Employed, Identify if for Self or Employees
* Foreign/Other Taxes Paid
* State & Local Tax Payments
* Other Interest Paid
* Auto Loans & Leases if Vehicle Used for Business
* Gifts to Charity (Qualified Written Satement from Charity for any
Single Donation of $250 or More)
* Tax Preparation Expenses & Fees
* Social Security Card(s) - Spouse and Children
* Driver’s License(s)
* Dependents’ Social Security Numbers & Dates of Birth
* Last Year's Federal & State Tax Returns
* Wage Statements - Form W-2
* Pension or Retirement Income - 1099-R
* Interest & Dividend Income - Form 1099-INT/Form 1099-DIV
* Proceeds from Broker Transactions - Form 100-B
* State & Local Income Tax Refund Amounts - Form 1099-G
* Social Security Income - Form SSA-1099
* Unemployment Income - Form 1099-G
* Miscellaneous Income Including Rent - Form 1099-MISC
* Commissions Received
* Commissions Paid
* Sales of Stocks or Bonds - Form 1099-B
* Self-Employed Business/Farm Income & Expenses - Form 1099-MISC
* Self-Employed Business Related Expenses - Receipts, Documents,
Records
* Farm-Related Expenses - Receipts, Documents, Records
* Employment Taxes & Other Business Taxes Paid for Current Year -
Payment Records
* Lottery or Gambling Winnings - Form W-2G
* Lottery or Gambling Losses
* Prizes & Awards
* Income & Expenses From Rentals
* Income from Partnerships, S Corporations, Trusts, & Estates -
Schedule K-1
* IRA/401K Contributions and Distributions
* Alimony Paid or Received
* Jury Duty Pay
* Child Care Expenses & Provider Information - Including Tax I.D. or
Social Security Number
* Adoption Expenses
* Medical, Eye Care, & Dental Expenses
* Medical Savings Accounts
* Cash & Noncash Charitable Donations
* Record of Purchase or Sale of Real Residence
* Mortgage or Home Equity Loan Interest Paid - Form 1098
* Real Estate & Personal Property Taxes
* Moving Expenses
* Investment Expenses
* Residential Addresses(s) for this Year
* Rent Paid During the Year
* Home Improvement Expenses
* Unreimbursed Employment-Related Expenses
* Unreimbursed Volunteer-Related Expenses
* Job-Related Educational Expenses
* Job-Hunting Expenses
* Educator Expenses
* Tuition & Education Fees - Form 1098-T
* Student Loan Interest - Form 1098-E
* Scholarships & Fellowships
* Casualty or Theft Losses
* Early Withdrawal Penalties on CDs & Other Time Deposits
* Federal, State & Local Estimated Income Tax Paid for Current Year:
Estimated Tax Vouchers, Cancelled Checks & Other Payment Records
* IRA, Keogh & Other Retirement Plan Contributions - If Self-
Employed, Identify if for Self or Employees
* Foreign/Other Taxes Paid
* State & Local Tax Payments
* Other Interest Paid
* Auto Loans & Leases if Vehicle Used for Business
* Gifts to Charity (Qualified Written Satement from Charity for any
Single Donation of $250 or More)
* Tax Preparation Expenses & Fees
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