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Needed Documentation

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

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