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Social Security cards for yourself,
spouse and dependents. We also need date of births for everyone on your
tax return (Returning clients do NOT need to bring Social
Security cards for anyone who appeared on last year's tax return unless
there is a name change)
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Copies of your federal and state income tax
returns for years 2006 thru 2008 (Not required if we prepared your tax return(s) last year)
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A non-expired government issued Photo ID, such as a state issued
driver's license or state identification card
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If you are expecting a refund AND want a
direct deposit, please bring a check if using a checking account, or
routing transit number (RTN) and account number if using a savings
account
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ALL W-2's,
1098's, 1099's, plus a list of any other
gross income
including
nontaxable income for which you did NOT receive a tax document
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Schedule K-1 received from a partnership, an estate, or S-corporation
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Gambling winnings/losses (winnings may be shown on Form W-2G)
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Alimony amounts received/paid (if paid, need ex-spouse’s Social Security
number)
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Real estate property tax bill(s) - Even if you do not itemize
deductions!
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Sales
tax paid on NEW vehicles may be deductible - Even if you do not itemize
deductions!
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Homebuyer Tax Credit
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If you make a
primary residence purchase between April 9, 2008 and November 30, 2009,
bring in a copy of your HUD-1 Settlement Statement or similar statement
showing the purchase price of home. You may qualify for a first-time
homebuyer credit.
Sample Settlement Statement (Form HUD-1)
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Records showing CONTRIBUTIONS made to Traditional & Roth IRAs, and
Health Savings Accounts
-
If
you sold capital assets such as real estate, stocks, or mutual funds, we
will need to know about your cost or other basis and date of purchase,
inheritance, or gift. If you have several stock or mutual fund sales,
download a Stock & Mutual
Fund Transactions worksheet or spreadsheet.
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For the child and dependent care credit, we will need the amount paid
along with the name, complete address, and federal tax ID number of the
provider
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Itemized deductions – Medical expenses – health insurance premiums,
physicians, hospitals, prescriptions, co-pays, eye exams/glasses, home
improvements done for medical reasons, and mileage driven for medical
purposes, real estate taxes, sales tax, state income
tax, mortgage interest and points,
mortgage
insurance premiums (PMI), investment interest, charitable
contributions, casualty and theft losses, tax preparation fees,
job related expenses you were not reimbursed for,
such as travel, supplies, education, tools, uniforms, dues, etc. Job
hunting expenses such as resumes, travel, phone charges, and employment
agency fees. Expenses for safe deposit boxes, IRA management fees,
investment advice, and investment-related publications.
Download occupational
deduction worksheets.
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Moving expenses (only if your new workplace is
at least 50 miles further from your old home than your previous
workplace was from your old home)
-
Amounts paid for college tuition (Form 1098-T) for yourself and/or your
dependents
-
If you are self-employed / independent
contractor / subcontractor, we will need to know the gross amount of income and your
expenses separated into different
categories. If you
acquired any assets that have a useful life of greater than 1 year, they
might need to be
depreciated. We will need a description of the asset, date placed in
service for business purposes, cost, and business use percentage.
Download a business
income and expense worksheet.
-
Rental properties – income and expenses, documents showing purchase of
property.
Download
a rental income and expense worksheet.
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Records showing amounts and dates of any Estimated Tax payments sent to
IRS or state tax agency
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Any other information you think we may need to prepare your tax
return(s) accurately
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