Tax Day Preparation

Required Documents to Keep on File:

  • Copies Of Driver’s License Or State IDs
  • Social Security Cards
  • Proof Of Residence For Dependents Claiming EIC


Income Documents:

  • Income From Jobs: Forms W-2 For You & Your Spouse
  • Investment Income—Various Forms 1099 (-INT, -DIV -B, etc.), K-1s, Stock Option Information
  • Income From State & Local Income Tax Refunds and/or Unemployment: Forms 1099-g
  • Taxable Alimony Received
  • Business Or Farming Income—Profit/Loss Statement, Capital Equipment Information
  • If You Use Your Home For Business—Home Size, Office Size, Home Expenses, Office Expenses.
  • IRA/Pension Distributions—Forms 1099-R, 8606
  • Rental Property Income/Expense—Profit/Loss Statement, Rental Property Suspended Loss Information
  • Social Security Benefits—Forms SSA-1099
  • Income From Sales Of Property—Original Cost & Cost Of Improvements, Escrow Closing Statement, Cancelled Debt Information (Form 1099-C)
  • Prior Year Installment Sale Information—Forms 6252, Principal & Interest Collected During The Year, SSN & Address Of Payer
  • Other Miscellaneous Income—Jury Duty, Gambling Winnings, Medical Savings Account (MSA), Scholarships, etc.


Other Tax Documents:

  • IRA Contributions
  • Energy Credits
  • Student Loan Interest
  • Medical Savings Account (MSA) Contributions
  • Moving Expenses (For Tax Years Prior To 2018 Only)
  • Self-Employed Health Insurance Payments
  • Keogh, Sep, Simple And Other Self-employed Pension Plans
  • Alimony Paid That Is Tax Deductible
  • Educator Expenses
  • State & Local Income Taxes Paid
  • Real Estate Taxes Paid
  • Personal Property Taxes—vehicle License Fee Based On Value
  • Estimated Tax Payment Made During The Year, Prior Year Refund Applied To Current Year, And Any Amount Paid With An Extension To File.
  • Direct Deposit Information—routing And Account Numbers
  • Foreign Bank Account Information—Location, Name Of Bank, Account Number, Peak Value Of Account During The Year


Tax Deduction Documents:

  • Advance Child Tax Credit Payment
  • Child Care Costs—Provider’s Name, Address, Tax ID &  Amount Paid
  • Education Costs—Forms 1098-t, Education Expenses
  • Adoption Costs—SSN Of Child, Legal, Medical & Transportation Costs
  • Home Mortgage Interest & Points You Paid—Forms 1098
  • Investment Interest Expense
  • Charitable Donations—Cash Amounts & Value Of Donated Property, Miles Driven & Out-of-Pocket Expenses
  • Casualty & Theft Losses—Amount Of Damage, Insurance Reimbursements
  • Other Miscellaneous Tax Deductions—Union Dues, Unreimbursed Employee Expenses (Uniforms, Supplies, Seminars, Continuing Education,
  • Publications, Travel, Etc.) (For Tax Years Prior To 2018 Only)
  • Medical & Dental Expenses