Tax Appointment Check List
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DOCUMENTS LIST FOR TAX PREPARATION
Personal information -------------------------------------------------
o Your last year income tax return if you are a new client
o Name, address, Social Security number and Date of Birth for yourself, spouse, and dependents
o Banking information for Direct Deposit: Routing #, Account # or bring a canceled check
o Proof of address for dependent children
o Proof of Health Insurance form -1095-A/B/C
o Your State I.D. Card, or Driver’s I.D., Licenses or passport
To report the correct income information - you need to following ------------
o All W2’s from all jobs held in the tax year, and 1099 Unemployment income
o All 1099’s- INT/DIV/G/S/MISC/MSA/R/C/SSA - Interest /Dividend/Stocks/Bonds etc Business Income if self employed (Accounting Records)
o Gambling/Lottery Winnings and Losses/Prizes/Bonus
o Alimony Income
o Rental Income & Rental Property Expenses
o Foreign Income
These income adjustments if eligible can help reduce your taxes, or give you a bigger tax refund: ----------------------------------------------------
o IRA contributions Form 5498 from bank
o Student loan interest payments
o Medical Savings Account (MSA) contributions
o Self-employed health insurance
o Moving expenses
o Educator Expenses
These credits and deductions if eligible can help reduce your taxes, or give you a bigger tax refund: ------------------------------------------------------
o Education credit – Needs 1098-T form
o Childcare Credit - Needs Dependent Child Care Provider’s Name, Address, Tax ID, EIN or S.S.N.
o Retirement Credit / IRA Form 5498
o Earned Income Credit - Child must be related to you
o Child Tax Credit – Needs Child to be under 17 years old
o Adoption Credit
o Charitable contributions/donations –Needs Canceled checks or letter
o Qualified job-related business expenses
o Medical expenses
o Moving expenses
o Mortgage Interest – Need form 1098 from bank
o Mortgage Insurance
o Home Purchase Closing Cost - Needs closing statement
o Real Estate Taxes paid in the tax year
o Purchases qualifying for Residential Energy Credit
o Medical & Dental expenses
o Job Search related Expenses
o Foreign earned income exclusion[pic]
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