THINGS TO PREPARE BEFORE YOUR TAX PREPARATION APPOINTMENT.

 

To make things simpler, we've put together a checklist to help you prepare for your tax preparation appointment. You may not need every item we have listed so pick the ones that apply to your tax situation. You can always print this list and check items off the list as you receive them.

Personal Identification

  • Valid Picture ID
  • Social Security Cards (for you, your spouse, and your dependents)
  • A copy of prior year's federal & state tax returns (if you have a copy)
  • Birthdates for all persons listed on return
  • Voided Check, Bank Statement, or Bank Routing & Account Number to Direct Deposit Refund

Employment & Income Data

  • W2’s
  • 1099MISC (Miscellaneous Income)
  • Interest Statements
  • Pension Income
  • Social Security Benefits
  • Alimony
  • Dividends
  • Unemployment Compensation
  • Rental Income
  • Gambling or Lottery Winnings
  • Stocks and Bonds
  • Scholarship and Fellowship
  • Conversion of IRA to Roth
  • Unreported Tips
  • Cancelled Debt

Personal Expenses

  • Real Estate Taxes
  • Tithes and Offering
  • Mortgage Interest (1098)
  • Unreimbursed Employee
  • Business Expenses
  • Charitable Contributions
  • Moving Expenses
  • Education Expense (1098T)
  • Student Loan Interest
  • Alimony Health Insurance (Self Employed Only)