Please bring all that apply to you. - Picture ID
- If new client, copy of prior year return
- If new client, Social Security cards for everyone listed on the return. (SS# and birthdates are required)
- W2(s) Employment Income
- 1099(s) Dividends & Interest Income
- 1099-Misc(s) Income
- 1099-R(s) Retirement Distributions
- W2-G(s) Gambling Winnings
- 1099-G Unemployment Received
- 1099-SSA Social Security Received
- 1099-B(s) Sale of any property/investments – bring both sale and purchase information
- All Business or Farm income & expenses
- All Rental Property income & expenses
- Form K-1(s) from Partnerships, Trusts or S-Corporations
- Mileage and travel logs for business
- 1098(s) Mortgage Interest paid
- Property (Real Estate) Taxes paid
- Excise tax paid on vehicle plates
- Out of pocket medical expense
- Charity donations made (Including Church)
- Medical & Charitable mileage
- Education expenses paid
- Child Care expenses & provider paid
- Energy Efficient Home Improvements
- 521 Plan Contributions
- Private Education costs for dependents
- Direct Deposit Information
- 1095A Covered California
- 1095B 1095C Not Needed 2014-2015
|
|
|