CLIENT’S CHECKLIST (THINGS YOU MAY NEED TO BRING IN)

Your Personal Information

-Social Security Card

-Spouse’s full name and social security number

-Identity pin if you are a victim of identity theft to file taxes

Dependent(s) Information

-Social Security Card

-Birth Certificates

-(If Applicable) Form 8332 showing that the custodial parent is releasing their rights to claim a child to you. If you don’t have a Form 8332 we can provide one for you.

Source of Income

-Employed: W-2

-Unemployed: 1099-G

-Self Employed

            Form 1099-MISC

            Records of all Expenses: Credit Card Statements, Receipts, and Invoices

            Home Office Information

            Records of tax payment (Form 1040ES)

-Rental Income: Record of income

Retirement Income

-Pension/IRA/ Annuity Income (1099-R)

-Traditional IRA basis

-Social Security Income (1099-SSA, RRB-1099)

Savings & Investments or Dividends

-Interest, dividend income (1099-INT, 1099-OID, 1099-DIV)

-Income from sales of stock or other property (1099-B, 1099-S)

-Dates of acquisition and records of your cost or other basis in property you sold (if basis is not reported on 1099-B)

-Health Savings Account and long-term care reimbursements (1099-SA or 1099-LTC)

-Expenses related to your investments

-Record of estimated tax payments made (Form 1040ES)

Other Income & Losses

-Gambling income (W-2G or records showing income, as well as expense records)

-Jury duty records

-Hobby income and expenses

-Prizes and awards

-Trusts

-Royalty Income 1099 Misc.

-Any other 1099's received

-Record of alimony paid/received with Ex-spouse’s name and SSN

Types Of Deductions

-Home Ownership

-Forms 1098 or other mortgage interest statements

-Real estate and personal property tax records

-Receipts for energy-saving home improvements

-All other 1098 series forms

Charitable Donations

-Cash amounts donated to houses of worship, schools, other charitable organizations

-Records of non-cash charitable donations

-Amounts of miles driven for charitable or medical purposes

Medical Expenses

-Amounts paid for healthcare insurance and to doctors, dentists, hospitals

Health Insurance

-Form 1095-A if you enrolled in an insurance plan through the Marketplace (Exchange)

-Form 1095-B and/or 1095-C if you had insurance coverage through any other source (i.e . an employer, insurance company, government health plan such as Medicare, Medicaid, CHIP, TRICARE, VA, etc.)

-Marketplace exemption certificate (ECN) if you applied for and received an exemption from the Marketplace (Exchange)

Childcare Expenses

-Fees paid to a licensed day care center or family day care for care of an infant or preschooler

-Wages paid to a baby-sitter or daycare

Don't include expenses paid through a flexible spending account at work

Educational Expenses

-Forms 1098-T from educational institutions

-Receipts that itemize qualified educational expenses

-Records of any scholarships or fellowships you received

-Form 1098-E if you paid student loan interest

Job Expenses & Tax Prep Fees

-Employment related vehicle expenses (tolls, mileage, gas, maintenance, license, property tax, interest expense, parking)

-Receipts for classroom expenses (for educators in grades K-12)

-Employment-related expenses (dues, publications, tools, uniform cost and cleaning, travel)

-Job-hunting expenses

-Record of moving expenses not reimbursed by employer

-Amount paid for tax preparation of last year’s tax return

State & Local Taxes or Sales Tax

 -Amount of state/local income tax paid (other than wage withholding), or amount of state and local sales tax paid

 -Invoice showing amount of vehicle sales tax paid

Retirement & Other Savings

 -Form 5498-SA showing HSA contributions

-Form 5498 showing IRA contributions

-All other 5498 series forms (5498-QA, 5498-ESA)

Federally Declared Disaster

-City/county you lived/worked/had property in

-Records to support property losses (appraisal, clean-up costs, etc.)

-Records of rebuilding/repair costs

-Insurance reimbursements/claims to be paid

-FEMA assistance information

-Check FEMA site to see if your county has been declared a federal disaster area