Pre-Visit Checklist

Print out the following checklist of things to bring with you before you come to see us.

To ensure that we have everything we need to process your tax return quickly, make sure that you bring EVERYTHING THAT APPLIES to your situation.

Here’s the short, less complicated tax return list:

1. Drivers license(s) and Social Security cards for taxpayer and spouse

2. Dependents’ Social Security cards and Dates of Birth

3. Death Certificate if taxpayer, spouse, or dependent died during the year

4. Wage Statements – Form W-2(s) – We need all forms. If you are missing a W-2, please contact your employer for a copy

5. Pension or Retirement Income – 1099-R

6. If you have a copy, last year’s Federal, State, and Local Tax Returns

7. Self-Employed Business Income and Expenses (expense should included all cost of running the business including mileage) – 1099 Misc.

8. Child Care Expenses & Provider Information (Name, address, and Employer Identification number for provider)

Please review the rest of this list to see if anything applies to your tax situation:

9. Interest and Dividend Income – Form 1099-INT/Form 1099-DIV

10. State Income Tax Refund Amount – Form 1099-G

11. Sales of Stocks or Bonds – Form 1099-B – In addition to the 1099-B, we need the stock basis (how much you paid – You can get this from your brokerage company), date stock was originally purchased, name of stock and number of shares sold.

12. Unemployment Income – Form 1099-G (this may vary by state) Bring in whatever form the state uses to report unemployment compensation benefits.

13. Social Security Income – SSA-1099

14. Lottery or Gambling winnings – Form W-2G

15. Alimony paid and received – If you paid alimony we need the recipient’s Social Security Number

16. Income and Expenses from Rental properties

17. Mortgage, Refinance or Home Equity Loan Interest Paid – Form 1098

18. Real Estate Taxes paid

19. Personal Property Taxes paid (e.g. cars and boats)

20. Sales Tax paid

21. Medical expenses paid out-of-pocket (not from reimbursement accounts)

22. Medical and charitable mileage

23. Cash and Non-cash Charitable Donations – If non-cash charitable contributions exceed $500, we need the name, address, and Federal Identification Number for the organization receiving the donation

24. Sale of Residence – Closing Documents (e.g. HUD 1 Statement), Form 1099-S

25. Un-reimbursed Employment Related expenses (including mileage)

26. Job-Related Educational expenses

27. Educator Expense – Money spent out-of-pocket as a teacher

28. Tuition and Education Fees – Form 1098-T

29. Student Loan Interest – Form 1098-E

30. Direct Deposit Information – If you want your refund direct deposited, please include your Routing and Account number

31. Adoption expenses

32. Lottery or Gambling Losses

33. Casualty/Theft Losses

34. Foreign/Other Taxes paid

35. Estimated tax payment amounts (1040 ES) – Please include the dates paid

36. State and Local tax payments

37. Moving Expenses

38. IRA Contributions – Form 5498

39. If part-year State resident we need the following:

1. Dates lived in each state

2. County or City where you resided in each state

3. School district where you resided in each state

40. Form 8832 or Divorce decree for noncustodial parent claiming a dependent child

41. Multiple Support Document – Form 2120

42. Sale of Business Property

43. Income and Expenses from Partnerships, S Corporations, Trusts, and Estates – Schedule K-1’s

44. Any form that says “Do not throw away, Tax Document”