Items Needed for your Tax Preparation
PERSONAL INFORMATION FOR EACH FAMILY MEMBER:
Name - Date of Birth - Social Security Number/ITIN/ATIN
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 - State Income Tax Refund - Pension Income (1099-R) - Estimated Taxes Paid - Social Security or Railroad Retirement - IRA or 401(k) Distribution - Unemployment Compensation - Miscellaneous Income (1099-MISC)
DEDUCTIONS/ADJUSTMENTS: Medical Expenses - Real Estate or Personal Property Taxes - Mortgage Interest - Charitable Contributions - Employee Business Expenses - Gambling Losses - Moving Expenses - Traditional IRA Contributions - Higher Education Expenses - Educator Expenses - Student Loan Interest - Health Insurance Information
TAX CREDITS: Child Care Provider/Address and Employer Identification Number (EIN) or Social Security Number (SSN) - Adoption Expenses - Retirement Savings Contributions
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