Most Common Forms needed for Tax Prep

• W-2 Forms. You should your forms by the first week of February, contact your employer to request.  Finally, it is always a good idea to compare the year-to-date amount shown on your last pay stub of the year with the amount shown on your W-2.  However, if you had any pretax deductions these amounts will not match.
   

• Forms 1099-INT and 1099-DIV. These forms report for the interest incomes and dividends you earned from the banks, brokerage firms, mutual funds, and companies.
   

• Other forms 1099. 1099 Forms report real estate sales, stock sales, and Social Security, pensions, IRA distributions, unemployment compensation, state or local tax returns, gambling and lottery winnings, or fees paid to independent contractors.
   

• Form 1098. These forms report the amount of mortgage, home equity interest, student loan interests, or the qualified tuition expenses.

 

• Identification.  Bring along your drivers license or state ID and your Social Security card.

• Birthdates & Social Security Numbers

• Last Year's Tax Return If you are a new customer

Other Items that may be needed:

• 1099-R forms from retirement accounts

• Lottery Winnings and Losses

• 1099-MISC forms for self-employment income,

• 1099-B forms showing brokerage trades in stocks and bonds,

• K-1 forms for income from a partnership, small businesss, or trust,

• 1099-SSA form showing Social Security received

• Rental Income

• Divorce decree

• Daycare providers payments with their name and either social security number or EIN.

• Contributions to an IRA or College Choice 529 Plan

• Property tax payments

• Casualty and Theft Losses resulting from tornados, floods, storms, fire, theft, etc.

• Tuition and Education Fees

• Estimated Taxes paid and dates of payments

If Itemizing:

Listing of charitable donations in both cash and clothing, etc

Copy of vehicle registration

Medical, dental and eye care expenses paid

Unreimbursed job related expenses