TAX INFO AND DOCUMENTS TO BRING



-308610-231775005861685-23177500 TAX INFO AND DOCUMENTS TO BRING TO YOUR TAX APPOINTMENT (Set a Goal; Make a Plan; Save Automatically!)1. SSNs and DoBs for Taxpayer, Spouse and all Children/Dependents, and Driver’s Licenses for Taxpayer and Spouse.2. All W-2s, W-2Gs, 1095s, 1098s, 1099s, and Notice 1444.3. Bank Routing and Account Number (or a check) for electronic deposit of your refunds.4. Pensions/IRA and Annuity Info (Withdrawal and Contribution Info) (Form 1099-R / Form 5498)5. Last year’s Tax Return (if possible). If I have not done your return before and you have rental property – all prior returns starting with the year the property(ies) was first rented.6. Amount of Sales tax paid on vehicles purchased during the tax year (on the sales contract).7. Name, address, Phone Number, SSN and/or EIN of Child Care Provider.8. Any information/receipts on educational expenses (tuition, fees, supplies & equipment) and/or scholarships/grants (1098-T).9. Final Closing/Disclosure Statements (HUD-1) from the purchase, sale or refinancing of a home and/or rental property.10. If you itemize deductions on Schedule A, bring: - amount of medical-dental expenses- amount of other taxes paid (Sales taxes, property taxes, vehicle licensing fees, etc.)- amount of last year’s state tax refund (Form 1099-G)- home mortgage interest statements (Form 1098) – one for each loan- amount of charitable contributions (cash and non-cash). If non-cash, then need tickets with date & description of stuff - amount of casualty or theft losses (plus any reimbursements from insurance company) - amount of gambling losses (only to the extent of any winnings reported on W-2Gs)11. Power of attorney if one spouse is filing for both spouses.12. Divorce decree and/or Form 8332 or 2120 if claiming a dependent not living with you.13. Social Security Statements (Form SSA-1099)14. Unemployment Statements (Form 1099-G)15. Alimony paid or received (if paid: Name and SSN of person you paid to, and date of Divorce)16. Self-Employment Income (Form 1099-NEC) and all Expenses (to include info on use of an office-in-the-home) 17. Rental Property Income and Expenses18. Gambling Winnings (lottery, race track, casinos, etc.)/(W-2G)19. Info on Sale of Stocks, Bonds, or Mutual Funds (1099-B) (must have cost basis for each item sold and date of purchase)20. Info on the Sale of Property (Main Home, Rental Property, Land, etc.) (1099-S and HUD-1 Form) (Financing arrangements if carrying the loan) (Date of purchase, original cost, and cost of any improvements)21. Schedules K-1 for Partnership or Trust Income22. IRS Notice of any changes to prior year returns23. Moving Expenses not reimbursed, if you relocated due to job change / PCS / PCA24. Record of any Estimated Payments made to the IRS or State FTB25. Student Loan Interest paid during the year (Form 1098-E)26. If Teacher (K-12) – any out-of-pocket expenses for supplies and material not reimbursed27. For planning purposes please see IRS Pubs 5348 & 5349 at This is not an all-inclusive list – just key items. If you have questions, please call Michael McIsaac at 619-524-1204 ................
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