When doing your taxes it is important to have all of your paperwork organized and easily accessible. The list below is designed to prepare you for a visit to one of our offices for assistance

AUTOMOBILES

•Personal property tax information

EMPLOYMENT & INCOME INFORMATION

· W-2 forms
· Unemployment compensation (Form 1099-G)
· Miscellaneous income, including rent (Form 1099-MISC)
· Partnership, S Corporation, & trust income (Schedules K-1)
· Pensions and annuities (Forms 1099-R)
· Social Security/RR1 benefits (Forms RRB-1099)
· Alimony received
· Jury duty pay
· Gambling and lottery winnings (Forms W-2G)
· Prizes and awards
· Scholarships and fellowships
· State and local income tax refunds (Form 1099-G)

FINANCIAL ASSESTS

· Interest income statements (Form 1099-INT & 1099-OID)
· Dividend income statements (Form 1099-DIV)
· Proceeds from broker transactions (Form 1099-B)
· Retirement plan distribution (Form 1099-R)

FINANCIAL LIABILITIES

· Auto loans and leases if vehicle used for business - account numbers and car values
· Student loan interest paid
· Early withdrawal penalties on CDs and other time deposits

HOMEOWNER/RENTER INFORMATION

· Residential address for the current tax year
· Mortgage interest (Form 1098)
· Sale of your home/real estate (Form 1099-S)
· Interest on second mortgage
· Real estate taxes paid
· Rent paid during tax year
· Moving expenses

MISCELLANEOUS TAX DOCUMENTS

· Federal, state & local estimated income tax paid for current year (Estimated tax vouchers, cancelled checks & personal payment records)
· IRA, Keogh and other retirement plan contributions (Distinguish between self and employees)
· Records to document medical expenses
· Records to document casualty or theft losses
· Records for any other expenditure that may be deductible
· Records for any other revenue or sales of property that may be taxable or reportable

HOMEOWNER/RENTER INFORMATION

· Residential address for the current tax year
· Mortgage interest (Form 1098)
· Sale of your home/real estate (Form 1099-S)
· Interest on second mortgage
· Real estate taxes paid
· Rent paid during tax year
· Moving expenses

PERSONAL/BUSINESS EXPENSES

· Gifts to charity (qualified written statement from charity for any single donations in excess of $250)
· Non-reimbursed expenses related to volunteer work
· Non-reimbursed expenses related to your job (travel expenses, uniforms, union dues, subscriptions)
· Investment expenses
· Job-hunting expenses
· Job-related education expenses
· Child care expenses
· Medical Savings Accounts
· Adoption expenses
· Alimony paid
· Tax return preparation expenses and fees from prior years

PERSONAL INFORMATION

· Social Security Numbers of all family members including spouse and children
· Childcare provider information including name, address, and tax identification number or social security number
· Any alimony paid and the social security number of ex-spouse

SELF-EMPLOYMENT DATA

· Business income (Form 1099-MISC and/or personal records)
· Partnership SE income (Schedule K-1)
· Business-related expenses (Receipts, other documents & personal records)
· Farm-related expenses (Receipts, other documents & personal records)
· Employment taxes & other business taxes paid for current year (Personal records)