What We Need

Here is a general list of required tax information. Your tax specialist will provide you with a personalized list that makes sense for your situation.

    PERSONAL INFORMATION FOR EACH FAMILY MEMBER:
  • Last Year's Tax Return (or Valid Driver's License)
  • Name
  • Social Security Number (Tax ID Number for Business)
  • Date Of Birth (Each Family Member)
  • Voided check to insure correct direct tax deposit information
    INCOME and TAX INFORMATION:
  • Wage Statements (W-2's)
  • Interest/Dividends (1099-INT/DIV)
  • Stock Sales (1099 B/Broker Statement)
  • State/City Income Tax Refund (1099-G)
  • Alimony Received
  • Self Employment Income/Expenses (Business or Farm)
  • Rental Income/Expenses
  • Form K-1's (Partnership/S Corporation/ Estate or Trust)
  • Sale of Any Assets: Business, Rental, Personal Residence
  • Pension/Profit Sharing/IRA/401K Distributions (1099R)
  • Social Security (Railroad Retirment) (SSA)
  • Unemployment Compensation (1099 G)
  • Gambling/Lottery Winnings (W-2 G)
  • Miscellaneous Income (1099-MISC)
  • Estimated Taxes Paid (Federal/State/City)
    ADJUSTMENTS AND DEDUCTIONS :
  • IRA/SEP/401K Contributions
  • Alimony Paid
  • Education Expenses/Student Loan Interest (1099-T/1098-E)
  • Medical Insurance/Expenses
  • Real Estate/Personal Property Taxes/License Plate Fees
  • Charitable Contributions - Cash/Non-Cash
  • Employee Expenses (Auto/Entertainment/Travel/Moving/Educator Expenses)
  • Casualty or Theft Loss
  • Miscellaneous Expenses (Safety Deposit Box/Professional Fees/Uniforms/Union Dues/Etc.)
  • Residential Energy Credit (Receipts for windows, doors, insulation, etc.)
    TAX CREDITS:
  • Child Care (Provider Name, Address, ID Number, Amount Paid)
  • Adoption Expenses
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