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Tax Documents List

 

Here is a general list of tax documents. You may have only one of these documents or you may have several. Please submit whichever documents you have that are on this list.

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INCOME SOURCES     

  • W2’s

  • 1099’s

  • State Tax Refund received last year        

  • Social Security/Retirement Benefits        

  • Gambling/Lottery winnings         

  • Alimony      

  • Rents/Royalties          

  • Unemployment

  • Sale of Stocks/Bonds          

 

ADJUSTMENTS TO INCOME        

  • Self-employed/Pension/Health Insurance        

  • IRA or 401k Contributions          

  • Educator Expenses          

  • Student Loan Interest          

  • Moving Expenses          

  • Alimony Paid           

  • HSA information                                                                                           

MEDICAL EXPENSES    

  • Transportation Miles/Lodging                                         

  • Prescription Out-of-Pocket         

  • Health/Long Term Care Premiums          

  • Doctor, Dental, Optical, Chiropractor Co-Pays       

 

TAXES      

  • State and Local Income Tax Payments       

  • Estimated Tax Payments to Fed/State        

  • Real Estate and Personal Property Tax Receipts      

 

CHARITABLE CONTRIBUTIONS    

  • Cash/Check Contributions     

  • Volunteer Expenses     

  • Volunteer Mileage     

  • Non-Cash Donation receipts       

 

 JOB EXPENSES AND MISC     

  • Unreimbursed Employee expenses     

  • Uniforms/Union dues/Job Education

  • Safety Deposit Box     

  • Gambling Losses     

  • Professional licenses/dues     

  • Tax Return Preparation fees     

  • Job Seeking Expenses     

  • Casualty/Theft Loss and Reimbursement     

  • Days out log for OTR truck drivers     

  • Investment Expenses                                                     

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QUALIFIED EDUCATION EXP     

  • Tuition and Fees (form 1098T)     

  • Books/Computer     

  • Scholarships Received              

  • Contribution to MOST 529 plan

 

INTEREST YOU PAID          

  • HUD1 Settlement Statements from sale/purchase 

  • Mortgage interest form 1098        

  • Points paid or unreported interest       

  • Investment Interest        

 

QUALIFYING DEPENDENT INFO   

  • Residency information (Example: report card, divorce decree)

  • ANYTHING with YOUR address and your child’s name

  • Child’s social security number and birth certificate     

  • Adoption paperwork if applicable        

  • Disability info if applicable         

 

CHILD CARE EXPENSES     

  • Child and Dependent Care paid     

  • Receipt from provider that includes Name, Address, SSN or EIN of provider     

  • Dependent Care Reimbursements  

 

MISC INFORMATION         

  • Copy of a voided check for Direct Deposit of Refund         

  • Copy of prior year’s tax return        

 

SELF-EMPLOYMENT INFORMATION     

  • Gross Sales/Receipts     

  • Cost of Goods Sold     

  • Direct Expenses (ex: Advertising, Insurance, Repairs, Supplies, Utilities, Wages, Materials) totaled and listed by category     

  • Farm Expenses listed by category     

  • Office Use of Home Expenses (Square footage of office and square footage of home)    

  • Mileage log  

  • List of assets for Depreciation      

  • Household Employee Info     

 

MISC QUESTIONS     

  • Any Foreign Income or accounts?    

  • Any Illegal Income?             

  • Any cancellation of debt or foreclosure?            

  • Have you filed bankruptcy?            

  • Is anyone blind or disabled?             

  • Have you made any energy efficient improvements to your home? 

Please Note: This is meant as a guide and may not be complete for every taxpayer. If you have something that might be a tax document please contact us and we will let you know if it is needed to file your taxes. It is better to be over prepared than risk paying a penalty for not including something.

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