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Preparing For Your Tax Appointment--Individual 1040 Returns
Please bring the following applicable documentation to your tax interview:
Personal & Other Information:
- Social Security Cards(taxpayer, spouse & all dependents)
- Drivers License(s)
- Dates of Birth(taxpayer, spouse & all dependents)
- Last Year's Federal & State Tax Returns
- Banking Information if Direct Deposit of Your Refund is Desired
Reporting Statements for the Following Income:
- Wage Statements (W-2)
- Interest Income (1099-INT)
- Dividend Income (1099-DIV)
- State Income Tax Refund Amount (1099-G)
- Pension or Retirement Income (1099-R)
- Sales of Stocks, Bonds, or Mutual Funds (1099-B)
- Royalty Income (1099-MISC)
- Partnership, Trust, Estate & S-Corporation Income (Form K-1)
- Social Security Statements (Form SSA)
- Gambling & Lottery Income (W2-G)
- Unemployment Compensation (1099-G)
- Contract Income (1099-MISC)
Income related to the following:
- Alimony Received
- Prizes, Bonuses, & Awards
- Unreported Tips
- Jury Duty
- Exempt Interest
- Foreign Income
- Other Income (including Non-taxable)
Income & Related Cost or Expense For the Following: (Note:do not deduct cost or expenses from income, furnish them separately; if you are a new client, also
furnish depreciation worksheets for applicable property)
- Self-employment
- Real Property Sales(Furnish closing papers for both purchase & sale)
- Installment Sales
- Rental Activities
- Farm & Ranch Operations
Adjustments, Deductions, Credits & Payments for the Following:
- Contributions to IRA's & Other Retirement
- Student Tuition (1098-T)
- Education Expenses
- Student Loan Interest (1098-E)
- Educator Expenses
- Medical/Dental Expenses
- Real Estate Taxes Paid
- Sales Taxes Paid
- Mortgage or Home Equity Loan Interest Paid (1098-)
- Cash & Noncash Charitable Contributions (Provide documentation with dates from each organization)
- Child Care Expenses (List separately for each child; include name, address, Fed. ID. number & amount paid to each provider)
- Unreimbursed Employment-Related Expenses (List expenses separately for each spouse)
- Gambling & Lottery Expenses (Provide only to offset gambling & lottery income)
- Estimated Tax Payments (Provide dates & amounts for each payment)
We have prepared an easy-to-use organizer to assist you in collecting your tax information.
Tax Organizer.
If you have questions concerning the organizer or questions about the information & documents that you need to bring to your tax interview, please give us a call at (817)346-3312.
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