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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
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
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)