Information needed to prepare your individual tax return:

• Last year's tax return or most recent tax return (if not prepared by our firm)
• Photocopy of current Driver’s License or State ID
• Dependents' Social Security numbers and dates of birth
• Wage and Income statements (Form W-2)
• Interest and Dividend Income 1099’s
• Stock Sales from 1099’s (Brokerage Statements)
• Social Security income Form SSA 1099
• Unemployment income 1099 G
• Pension, or retirement income (Forms 1099-R)
• Self-employed business income 1099 NEC/MISC and expenses
• Lottery and/or gambling winnings and losses
• State refund 1099's
• Income and expenses from rentals (Summarized and totaled)
• Record of purchase or sale of real estate (Ex. Closing Statements)
• Medical and dental expenses (Summarized and totaled)
• Real estate and personal property taxes
• Foreign taxes paid
• Record of payment for estimated taxes
• Cash and non-cash charitable donations
• Mortgage or home equity loan interest paid (Form 1098)
• Childcare expenses and provider information
• Information on college expenses (Tuition Statement 1099-T)
• Any other items that you think may be necessary for your taxes
• Questions you have for your preparer.
• Please place all opened documents in a sealed envelope with your name, phone number and email written on the outside