To file your taxes we will need the following documents
- Social security card or ITIN number
- Valid Driver license or Identification card
Income Information to bring ( Some may apply to you, some may not)
- W-2’S
- 1099-INT (Interest earned)
- 1099-DIV (Dividend slips)
- 1099-B (Stock Sales)
- Self-employment Income and Expenses
- Rental Income and Expenses
- W-2G (Gambling or Lottery Winnings)
- 1099-G (State income tax refund)
- 1099-R (Pension income)
- Estimated taxes paid
- SSA-1099 (Social Security
- RRB-1099 (Railroad retirement)
- 1099-R (IRA or 401K distribution)
- 1099-G (Unemployment compensation)
- 1099-MISC (Miscellaneous income)
- Sale of Personal Residence
- Sales of any business assets
The following can be used as deductions
- Medical Expenses
- Real estate or personal property taxes
- Mortgage Interest (Form 1098)
- Charitable contributions
- Gambling losses
- Employee business expenses
- Traditional IRA contributions
- Higher education expenses
- Educator / teacher expenses
- Student loan interest (Form 1098-E)
- Adoption expenses
- Retirement savings contributions
- Babysitting or child care expenses