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