Personal Information
- Legal Information (full legal names, date of birth & social security number or tax id for yourself, your spouse and your dependents)
Income-Related Documents
(not all will apply)
- Form W-2 (wage and salary income)
- Form W-2G (gambling winnings)
- Form 1099-A (foreclosure of a home)
- Form 1099-B (sales of stock, bonds, or other investments)
- Form 1099-C (canceled debts)
- Form 1099-DIV (dividends)
- Form 1099-G (state tax refunds and unemployment compensation)
- Form 1099-INT (interest income)
- Form 1099-K (business or rental income processed by third party networks)
- Form 1099-LTC (benefits received from a long-term care policy)
- Form 1099-MISC (self-employment and other various types of income)
- Form 1099-OID (original issue discount on bonds)
- Form 1099-PATR (patronage dividends)
- Form 1099-Q (distributions from an education savings plan)
- Form 1099-QA (distributions from an ABLE account)
- Form 1099-R (distributions from individual retirement accounts, 401(k) plans, and other types of retirement savings plans)
- Form 1099-S (proceeds from the sale of real estate)
- Form 1099-SA (distributions from health savings accounts)
- Form SSA-1099 (Social Security benefits)
- Form RRB-1099 (Railroad retirement benefits)
- Schedule K-1 (income from partnerships, S corporations, estates, or trusts)
It’s possible that you might have received income during the course of the year that’s not reported on any of these forms. For example, someone may have paid you $500 for work. This doesn’t require that the company or individual submit a 1099-MISC form to you or on your behalf because the threshold is $600 as of 2017. Regardless, you are required to report and pay taxes on that income. This includes income from foreign financial investments or rental income.
Expense-Related Documents
- Form 1097-BTC (bond tax credit)
- Form 1098 (mortgage interest)
- Form 1098-C (charitable contribution of vehicles)
- Form 5498 (IRA Contributions)
- Form 5498-SA (health savings account contributions)
- Form 1098-E (student loan interest)
- Form 1098-MA (homeowner mortgage payments)
- Form 1098-T (tuition for higher education)
- Business expenses (summarized by type and amount)
- Child care expenses (summarized by provider and amount)
- Alimony expenses
- Gambling losses
- Medical expenses
- Moving expenses
- Personal property tax, such as car registration paid
- Real estate tax bills
- Homeowner expenses
- Realized gain/loss report for any stocks, bonds, mutual funds and other capital investments sold during the year
- Receipts or acknowledgement letters for gifts to charity
- Rental expenses (summarized by property, type, and amount)
If you have a question regarding whether or not an expense is tax deductible, please bring us the documentation of the expense and we will help in the determination.
If you are missing information, please let us know as soon as possible and we will give you options on the best way to obtain the missing information.
***If you are a new client, please bring a copy of your last two year’s completed tax returns.