What do I need to Prepare My Taxes?

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General Taxable Income

• ___ W-2 Form(s) for Wages, Salaries, and Tips
• ___ Interest Income Statements: Form 1099-INT & 1099-OID
• ___ Dividend Income Statements: Form 1099-DIV
• ___ Sales of Stock, Land, etc. for Capital Gains: Form 1099-B
• ___ Sales of Real Estate: Form 1099-S
• ___ State Tax Refunds: Form 1099-G
• ___ Alimony Received or Paid
• ___ Unemployment Compensation Received
• ___ 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
• ___ Farm Income and Expenses
• ___ Form K-1 Income from Partnerships, Trusts, and S-Corporations
• ___ Tax Deductible Miles Traveled for Business Purposes

Tax Credits

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

Expenses and Tax Deductions

• ___ Medical Expenses for the Family
• ___ Medical Insurance Paid
• ___ Prescription Medicines and Drugs
• ___ Doctor and Dentist Payments
• ___ Hospital and Nurse Payments
• ___ Tax Deductible Miles Traveled for Medical Purposes
• ___ Home Mortgage Interest from Form 1098
• ___ Home Second Mortgage Interest Paid
• ___ Real Estate Taxes Paid
• ___ State Taxes Paid with Last Year's Return (if claiming itemized deductions)
• ___ Personal Property Taxes Paid
• ___ Charitable Cash Contributions
• ___ Fair Market Value of Non-cash Contributions to Charities
• ___ Unreimbursed Expenses Related to Volunteer Work
• ___ Tax Deductible Mileage for Volunteer Purposes
• ___ Casualty and Theft Losses
• ___ Amount Paid to Professional Preparer Last Year
• ___ Unreimbursed Expenses Related to Your Job
• ___ Miles Traveled Related to Your Job
• ___ Union and Professional Dues
• ___ Investment Expenses
• ___ Job-hunting Expenses
• ___ IRA Contributions
• ___ Student Loan Interest Paid
• ___ Moving Expenses
• ___ Last Year's Tax Preparation Fee

Tax Estimate Payments

• ___ Estimated Tax Payments Made with ES Vouchers
• ___ Last Year's Tax Return Overpayment Applied to This Year
• ___ Off Highway Fuel Taxes Paid

General Information

• ___ Copy of Last Year's Tax Return
• ___ Social Security Numbers for You and Your Spouse
• ___ Educational Expenses for You and Your Spouse
• ___ Dependents' Names, Years of Birth, and Social Security Numbers
• ___ Dependents' Post High School Educational Expenses
• ___ Child Care Expenses for Each Dependent
• ___ Prior Year Adjusted Gross Income (AGI) & Personal Identification Number (PIN)-how to find last year's adjusted gross income (AGI)
• ___ Routing Transmit Number (RTN) (For direct deposit/debit purposes)
• ___ Bank Account Number (BAN) (For direct deposit/debit purposes)

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