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.

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                                                     

    

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.

© 2016 by Top Priority Bookkeeping & Taxes

Top Priority Bookkeeping & Taxes


Tel: 936-931-7555
Email: info@TopPriorityTX.com
Address​​​​​​: Holly
Dr.

Montgomery, TX  77316

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