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

 

 

 

 

 

 

 

 

Get in Touch With Us.

Call us at 704 793-4707 with any questions or to schedule an appointment.

 

James B Corey PA

1000 Copperfield Blvd NE

Suite 106

Concord, NC 28025

 

Or you may use our contact form.

 

Office Hours

You can reach us during the following hours:

 

Monday - Friday 9:00am - 5:00pm

 

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