Things To Bring For Your Tax Appointment

To ensure the highest quality of tax preparation, we recommend bringing the following information with you to your appointment.

PERSONAL DATA

  • Social Security numbers for you, your spouse, and any dependents

  • Dates of birth for you, your spouse, and any dependents

  • Income of any dependents

  • Bank account and routing numbers for direct deposit or tax payments

  • Foreign bank account information (if a Report on Foreign Bank and Financial Accounts is required)

  • Last year’s tax return for general reference and e-filing

  • Driver’s license for e-filing

EMPLOYMENT & INCOME DATA

  • W-2 forms for this year

  • Tips and household employee wages not reported on W-2 forms

  • Unemployment compensation: form(s) 1099-G

  • Miscellaneous income including rent: form(s) 1099-MISC

  • Pensions and Annuities: form(s) 1099-R

  • Social Security Benefits: form(s) SSA 1099

  • Partnerships & S Corporations: Schedule K-1

  • Gambling and Lottery Winnings: form W-2G

  • Interest Income: 1099 INT 

  • Dividend Income: 1099 DIV

  • Proceeds from Stocks: 1099-B

  • Sale of Home Income Loss: 1099-B

ADJUSTMENTS TO INCOME

  • 1098-E forms or loan statements if 1098-E form not received

  • IRA contributions

MEDICAL AND DENTAL EXPENSES
Deductible expenses include:

  • Prescription medicines and drugs (including insulin) 

  • Medical, dental, and nursing care, including amounts paid for unreimbursed qualified long-term care services 

  • Medical and hospital insurance premiums, including amounts paid for eligible long-term care (subject to certain limitations based on the insured person's age) 

  • Prescription eyeglasses, hearing aids, crutches, wheelchairs, and guide dogs 

  • Certain home improvements made for medical purposes or to make the home suitable for a disabled person 

TAXES

Deductible Taxes:

  • State, Local and Foreign Income Taxes 

  • Real Estate Taxes - State, Local or Foreign taxes on real property, such as the taxpayer's house or land, are deductible.  Real estate taxes are deductible when paid.  If taxes are paid with a mortgage payment and held in escrow, do not deduct the taxes until they are paid back by the bank or the mortgage lender. 

INTEREST

Home Mortgage Interest:

A taxpayer can fully deduct points in the year he or she pays them only if all of the following conditions apply:

  • The taxpayer itemizes deductions 

  • The loan is used to buy or improve a main home (a main home is the one the taxpayer lives in most of the time) 

  • The loan is secured by that main home 

  • The loan meets the requirements for deductible mortgage interest, discussed earlier under Home Mortgage Interest 

  • Paying points is an established business practice in the area where the loan was made 

CONTRIBUTIONS

Qualifying Organizations:

  • Churches, synagogues, temples, mosques, Salvation Army, Red Cross, CARE, United Way, Boy & Girl Scouts, World Wildlife Fund, etc. 

  • Nonprofit schools and hospitals 

    Deductible Items:

  • Receipts, bank or credit card statement, or other records for cash donations

  • For gifts of $250 or more, a written acknowledgment from recipient

  • 1098-C forms for contributions of motor vehicles, boats, and airplanes

  • Appraisals for donated property over $5,000 ($500 for clothing and household items)

  • Mileage for use of your motor vehicle for volunteer work