Tax Preparation Checklist
Preparing For Your Tax Interview
Before your tax interview, organize your important documents using the checklist below and research deductions and credits that may apply to you. Documentation will vary based on your situation. Most offices are open year round in order to assist with your tax needs. No appointment is necessary to have your taxes completed with us. Don’t wait, beat the rush book your appointment today!
We recommend that you bring these items to your tax interview:
PERSONAL INFORMATION FOR EACH FAMILY MEMBER:
•Name
•Date of Birth
•Social Security Card /ITIN/ATIN
•Last Year’s Tax Return
•Valid Driver’s License or Unexpired ID
DEDUCTIONS/ADJUSTMENTS:
•Medical Expenses
•Real Estate or Personal Property Taxes
•Mortgage Interest
•Charitable Contributions (cash and non-cash)
•Employee Business Expenses
•Gambling Losses
•Moving Expenses
•Traditional IRA Contributions
•Higher Education Expenses
•Educator Expenses
•Student Loan Interest
INCOME AND TAX INFORMATION:
•W-2’s
•Interest (1099-INT or substitute)
•Dividend Slips (1099-DIV or substitute)
•Stock Sales (1099-B or Broker Statement)
•Self-Employment Income and Expenses
•Sale of a Personal Residence
•Rental Income and Expenses
•Sale of any Business Assets
•Gambling or Lottery Winnings (W-2G for some winnings)
•State Income Tax Refund (1099-G)
•Pension Income (1099-R)
•Estimated Taxes Paid
•Social Security or Railroad Retirement (SSA-1099 or RRB-1099)
•IRA or 401(k) Distribution (1099-R)
•Unemployment Compensation (1099-G)
•Miscellaneous Income (1099-MISC)
TAX CREDITS:
•Child Care Provider/Address and Employer Identification Number (EIN) or Social Security Number (SSN)
•Adoption Expenses
•Retirement Savings Contributions Credit