Depending on the type of income tax you plan on submitting to us, here is a list of various types of documentation we may need from you.
- Revenue
- Canceled Debt/1099-C
- Commissions received/1099-Misc
- Dividend income/1099-Div
- Interest income/1099-Int
- IRA, SEP, Roth distributions/1099-R
- Lottery or gambling winnings
- Pension, retirement income/1099-R
- Rental income/1099-Misc
- Sale of investments/1099-B
- Self-employment business income/1099-Misc
- Social Security income/SSA-1099
- State income tax refund/1099-G
- Unemployment income/1099-G
- Wage statements/W-2s
- Other
- Closing documents on real estate transactions
- Dependents’ Social Security number and date of birth
- Driver’s License
- Prior year’s Federal and State tax returns
- Social Security card
Additional DOCUMENTATION
- EXPENDITURES
- Cash and non-cash donations
- Casualty or theft losses
- Child care expenses and provider info
- Commissions paid
- Estimated taxes paid
- Foreign taxes paid
- Gambling losses (to extent of winnings)
- IRA, SEP, Roth contributions
- Job related educational expenses
- Medical and dental expenses
- Mortgage or home equity loan interest
- Wages, salary, payroll information
- Real estate and property taxes paid
- Rental expenses
- State and local taxes paid
- Self-employment business expenses
- Student loan interest/1098-E
- Tuition and education fees/1098-T