GetNetSet.com



WHAT TO BRING FOR MY TAX APPOINTMENTFiling Status and Members of HouseholdMarried, divorced or separated in 2017Married – prior year’s returns of both spousesDivorced – finalized date; copy of the divorce decreeSeparated – date lived apartBirth or adoptionSocial Security Cards and adoption papersAdoption ExpensesDate and amount of expenses, date of adoption, special needs certificationDeath of child or spouseDate of deathAdditional members of householdDate of occupancy and relationshipCopy of their social security cardIncomeW2s from all Employers during 2017Unemployment Income - Form 1099-G Retirement Account Distributions – Form 1099-RSocial Security Income - Form 1099-SSASale of Stocks, bonds – Form 1099-BInterest Income – Form 1099-INTDividend Income – Form 1099-DIVLawsuit Settlements – 1099-MISC (Reason for settlement and any documents received)Prizes – 1099-MISCOther Income – 1099-MISCGambling Winnings – W2-GAdjustments to IncomeStudent Loan Interest – Form 1098-THealth Savings Account Distribution – Form 1099-SAHealth Savings Account Contribution – Form 5498-SATraditional or ROTH IRA ContributionsSEP or SIMPLE Plan ContributionsHealth InsuranceAny Form 1095-A, 1095-B, or 1095-COther verification of health insurance during the year (pay stub)CHECKING ACCOUNT INFO FOR DEPOSITBank NameRouting NumberAccount NumberHigher Educational Expenses Tuition and Fees Statement - Form 1098 for taxpayer or dependent Documentation (Fee Bill) of additional expenses paid Child Care ExpensesName, address and SSN/EIN of the day-care providerAmount paid to the providerItemized DeductionsHealth Insurance Premiums paid post taxTotals of other medical, dental, prescription & vision expenses paidMedical Miles drivenReal Estate Property taxes paid on primary and secondary residencesMortgage Interest – Form 1098 (primary and secondary residences)Refinance Mortgage? – Bring settlement papersSales tax paid on vehicle, motorcycle or home purchaseCharitable contributionsDate, amount and type of contributionAcknowledgement of gift from the organization if more than $250Transfer of IRA to charity (brokerage statement showing transfer)Job Related ExpensesMeals, lodging, and misc expense amounts for items related to employmentTotal miles driven per vehicle and Total Business miles driven per vehicleRental PropertyPlease review the worksheet for Rental Income and ExpensesSelf Employed Business Please review the worksheet for Business Income and Expenses ................
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