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Preparing for tax day

Use this tips to help you prepare and organize for your appointment

Call First for Appointment? Call or Schedule here

 

Electronic Filing Offered? Yes.

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Drop-off Service Available? Yes, strongly encouraged.

 

Required documents to keep on file:

  • Copies of Drivers License or State IDs

  • Social Security Cards

  • Proof of Residence for dependents claiming EIC

 

Income documents:

  • W-2s

  • 1099s

  • Proof of jury duty pay

  • Proof of alimony you received

  • Social Security statement (1099-SSA)

  • Dividend and interest statements (1099-DIV and 1099-INT)

  • Retirement distributions (1099-R)

  • Brokerage statements (1099-B), along with statements showing when you bought and sold your investments.

  • K-1 statements reporting profits from partnerships, trusts, and small businesses

  • Record of income and expenses for your rental property

  • Record of income and expenses for your self-employment

 

(Use our handy IRS document search tool for your documents)

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Other tax documents:

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  • HUD-1 Escrow statement for property you bought or sold

  • Summary of moving expenses

  • Summary of educational expenses (college tuition)

  • Summary of your child care, day care, or adult day care expenses

  • IRA contributions (traditional, SEP, or rollovers)

  • Student loan interest paid (1098-E)

 

Tax deduction documents:

  • Health care expenses (doctors, dentists, health insurance, eye care, medicine)

  • Real estate taxes

  • Motor vehicle registration

  • Mortgage interest paid (1098)

  • Gifts to charity

  • Last year’s tax preparation fees

  • Job-related expenses (union dues, job education, uniforms

  • Loss of property due to casualty or theft

  • Gambling losses

 

How can I check on my tax refunds? Tax Related Web-sites/phone numbers: IRS www.irs.gov IRS Get Refund Status IRS Inquiry Phone: (800) 829-1040

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