General Information

  • ___ Copy of Last Year’s Tax Return
  • ___ Social Security Numbers and Date of Birth for You, Your Spouse and Dependents
  • ___ Educational Expenses
  • ___ Child Care Expenses for Each Dependent

General Taxable Income

  • ___ W-2 Form(s) for Wages, Salaries, and Tips
  • ___ All 1099 Forms (Interest, Dividend, Sales of Stock, Land, etc. for Capital Gains
  • ___ Alimony Received or Paid
  • ___ Unemployment Compensation Received
  • ___ Form K-1 Income from Partnerships, Trusts, and S-Corporations
  • ___ Miscellaneous Income: Form 1099-MISC

Retirement Income

  • ___ Retirement Income: Form 1099-R
  • ___ Social Security Income and Railroad Retirement Income: Form SSA-1099

Business Income

  • ___ Business Income and Expenses
  • ___ Rental Income and Expenses

Tax Credits

  • ___ Child Care Provider Address, I.D. Number and Amounts Paid
  • ___ Adoption Expense Information

Expenses and Tax Deductions

  • ___ Medical Expenses for the Family (Prescriptions, Doctors, Dentist, Vision)
  • ___ Medical Insurance Paid
  • ___ Home Mortgage Interest from Form 1098
  • ___ Real Estate Taxes Paid
  • ___ Charitable Cash and Non-Cash Contributions
  • ___ Last Year’s Tax Preparation Fee
  • ___ Unreimbursed Expenses Related to Your Job
  • ___ IRA Contributions
  • ___ Student Loan Interest Paid

Tax Estimate Payments

___ Estimated Tax Payments Made with ES Vouchers (Federal and State)