To help prepare for your tax appointment, we’ve created a checklist of what forms to bring.
– Personal Info –
• Full name, social security number, date of birth, driver’s license
• Spouse’s full name, social security number, date of birth, driver’s license
• Dependents full name, social security number, date of birth
• Any IRS issued Identity Protection PIN for your spouse, or your dependent
• Routing and account numbers
– Sources of Income –
• W-2’s
• Unemployment (1099-G)
Self-Employed
• Forms 1099, other income records
• Records of all expenses including mileage and home office
Rental Income
• Records of income/expenses
• Cost, date placed in service
Retirement Income
• Retirement Acct Withdrawals (1099-R)
• SS/RRB income (SSA-1099, RRB-1099)
Savings & Investments
• Interest, dividend income (1099-INT, 1099-OID, 1099-DIV)
• Income from stock sales (1099-B)
• Cryptocurrency transactions, NFTs
Other Income & Losses
• Gambling income (W-2G), records of losses
• Record of alimony paid/received with ex-spouse’s name/SSN
– Records of dates and amount paid for estimated taxes –
Deductions
• Forms 1098 or other mortgage interest statements, real estate tax bill
• Cash amounts donated to houses of worship/charitable organizations
• Non-cash charitable donations
Medical Expenses
Amounts paid for healthcare, insurance, doctors, dentists, hospitals, and prescriptions
Form 1095-A if enrolled in an insurance plan through the Marketplace
Childcare Expenses
• Fees paid to a licensed day care center or family day care for care of an infant or preschooler including the provider’s tax ID number
• Expenses paid through a dependent care flexible spending account at work
Educational Expenses
• Forms 1098-T for tuition and receipts of educational expenses (books, lab fees)
Retirement & Other Savings
• Form 5498-SA for HSA contributions
• IRA contributions
• Education savings account contributions
If you need any help gathering documents, call us at (631) 585-9698
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