Here is a list of documents and information to bring in for your drop off appointment. This list is a guideline to get you started and includes only the more common tax related items. If you are not sure whether or not something needs to be reported as income or can be claimed as a deduction or credit, bring what information you have and ask us about it during your appointment. You are also welcome to call or email us with your questions in advance of your appointment.
Previous 2 years tax returns
New for tax year 2015
Form 1095 Healthcare coverage
Change of Address
W-2 – Wage and tax statement
W-2G – Certain Gambling Winnings
1099-INT - Interest Income
1099-DIV – Dividend Income
1099-G – Certain Government Payment (Income Tax Refund, Unemployment)
1099-B – Proceeds from Broker and Barter Exchange Transactions (Sale of investments)
1099-R – Distributions From pensions, annuities, retirement or profit-Sharing Plans, IRAs
1099-SA – Distributions from your Health Savings Account
1099-Misc – Miscellaneous income
K-1 – For Partnership, S-Corp or Trust Income
SSA-1099 – If you are collecting Social Security
Rental property Documentation – Please separate by address if multiple properties.
For Those that own a home:
1098 – Mortgage interest statement
Property taxes - Taxes actually paid during the year
Registration slips (all vehicles, boats, trailers)
Medical Expenses – Include any medical related expenses (doctor, dentist, eye doctor, chiropractor, etc). In order to deduct, must exceed 10% of your adjusted gross income. So if you have limited expenses, check with us before spending time collecting this information.
IRA fees paid
Health Savings Account Contributions
Reserve Military travel expenses for attending drill
1098-T – Tuition statement
1098-E – Student Loan Interest Statement
Teacher/Educator Expenses – K through 12 only
Foreign taxes paid
Self-Employment – If you are self-employed and not familiar with what is required for your taxes, please call or email us and we will work with you on the specifics of your business.
Trusts & Estates – We are happy to help you prepare these types of tax returns as well. Please call or email us if you have questions regarding the information we will need to prepare the tax return.
For any other special situations such as adoptions, sale of business or business assets including rental property, sale of personal home, foreign earned income, debt cancelation, unreimbursed property casualty loss, etc., call or email us prior to your appointment so we can provide you with additional guidance on the information we will need.