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WHAT DO I BRING TO MY TAX APPOINTMENT?

Personal Information

​​Last Years Tax Return 
Drivers License
You/Spouse/Dependents- Social Security Card(s)
Married/Recently Married- Marriage Certificate
Child Dependent Care Records (Including ID #)
Did The IRS issue you a filing PIN? If Yes, bring PIN **See example of Pin letter

Employee Information

​​Form W-2 from ALL jobs

Self-Employed Information

​​Form(s) 1099-MISC
Can’t Provide 1099-MISC form, Bring all Checks Received.
All Work-Related Expenses (Receipts)
**Print form “1099/Business Check List” from website for deductible expense

Education

Form 1098-T Student Tuition Statement
Form 1098-E Student Loan Interest Statement
Other Student Expenses not covered by Financial Aid/Student Loan
(Ex: Laptop, Books, Software)

Medical

Form 1095-A OBAMA Care
All Medical Expenses *If Itemizing deductions

Itemized Deduction

Form 1098 Mortgage Interest Statement
Property Taxes
All Medical Expenses
Charitable Contributions
Job Expenses/Miscellaneous Deductions

  1. Unreimbursed Business Expenses (Tools, Uniforms, Subscriptions, Fee’s, Travel, Hair Cut)
  2. Tax Preparation Fee’s
  3. Purchase a New Vehicle? – Amount of Sales Taxes paid
  4. Job Hunting Expenses

1099/ BUSINESS CHECKLIST

Income

____________   SUM All 1099-MISC Form(s)
____________   Can’t Provide 1099-MISC form? Sum all Checks Received from Clients
____________   Total Income Earned

Expenses (per year)

____________   Office Expense
____________   Professional Services
____________   Due's and Subcriptions
____________   Repairs and Maintenance
____________   Phone/Internet
____________   Material
____________   Vehicle Expense
____________   Other - ____________________
____________   Other - ____________________
____________   Other - ____________​________
____________   Other - ____________________
____________   Other - ____________​________

Did you work from a Home Office?

1 ____________   Total "Home" Living Area
2 ____________   Total "Office" Area
3 ___________%   Divide Line 2 By Line 1
  Line 3 is the percentage you're allowed to deduct against Home Office Cost

____________   Rent (Rent X Line 3)
____________   Electricity (Electricity X Line 3)
____________   Water (Water X Line 3)
____________   Insurance (Insurance X Line 3)
____________   Internet (Internet X Line 3)
____________   HOA (HOA X Line 3)
____________   Security Alarm (Security Alarm X Line 3)
____________   Other- ______________________
____________   Other- ______________________
____________   Other- ______________________
____________   Total Expenses Plus Home Office Expense

____________   Net Total (Total Income - Total Expenses)

 

VARIOUS FORMS

1095-A Health Insurance Marketplace Statement (Obama Care)

1098-T Tuition Statement

1098-E Student Loan Interest Statement

1098 Mortgage Interest Statement

IRS PIN Letter

1099- MISC Income

W2 form