Information we want to see

Income Statements-  The actual forms you received.

Copies of your two most recent tax returns (if this is your first time with us)

W2 Forms - from jobs where taxes were withheld

1099-MISC - from jobs where no taxes were withheld

1099-INT - statement of interest income

1099-DIV - statement of dividend income

1099-B - statement of broker/barter sales (Note: if you sold stocks or mutual funds, I also need to know when you purchased   them, how much you paid, and what the reinvested dividends are)

1099-R statement of pension, IRA, and other retirement distributions including social security

1099-G - state tax refund

1095-A/B/C  Health Insurance statement

And ANY documents that say “Important Tax Information Enclosed”

Expenses-  Categorized and totaled.

Out-of-pocket medical expenses, including health insurance and transportation

Taxes you paid - real estate, state/local taxes

Interest - mortgage interest paid through banks and co-op, investment and student loan interest paid

Charitable contributions - money, goods donated and volunteer expenses   totaled           

                    (Donated goods valued at more than $500 require a receipt)

Business expenses - sorted by category and totaled

Business equipment/office furnishings - date of purchase and exact cost for items exceeding $100

Education costs

Moving expenses (move must be for work and exceed 50 miles)

Childcare

Other

Rental property income and expenses

Estimated taxes paid

Alimony paid or received

Gambling winnings

Home Office - rent paid, dimensions of total space and dimensions of office space

Pension contributions (IRA, SEP, SIMPLE, KEOGH)

An itemized list of deductions in categories (i.e. no mixing food w/books) with each category totaled

For big ticket items such as equipment,costing more than $100  I’ll need the name of item, date of purchase and cost of item

Any government correspondence you've received

If you had a child in 2015, please bring their social security card

New Clients should bring  copies of the last two tax returns

Bank Info

Name of Bank

Type of Account

Account #

Routing #