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Whether you are preparing your taxes with us online or in one of our 900+ locations (click here to find our office nearest you), there are certain documents that you can gather to help you and your tax preparer complete your return quickly and easily. Following is a checklist of items to help you collect the documentation that you and your tax preparer will need:
(Note: your tax preparer may also ask you for additional information not listed here)
Personal Information
- Social Security or ITIN numbers for everyone who will be listed on your return as a taxpayer or dependent.
- Prior year's federal and state tax returns
- Bank Information, if applicable
- Amounts and dates of estimated payments, if applicable
Income Information
- A W-2 form, Salaries, Wages and Tips, for each job at which you (and your spouse, if applicable) earned wages
- Form 1099-G if you had unemployment compensation and/or a State or local income tax refund
- Form 1099-SSA if you had Social Security Income
- Form 1099-MISC if you had other miscellaneous income
- Form 1099-INT if you had interest income
- Form 1099-DIV if you had dividend income
- Form 1099R Early Distribution of
Pension Funds or IRA Distribution
- Alimony received
- Jury duty pay
- Gambling, lottery, or prize winnings
- Scholarships
- See additional items on Income Summary sheet
Child-Related Information
- Proof of childcare costs paid (cancelled checks or invoices)
- Childcare provider information (name, address, tax ID or social security number)
- Qualified provider must be older than 19 and not a dependent
Home-Related Information
- Form 1098 showing mortgage interest
- Form 1099-S if you sold your home during the year
- Receipt for real estate taxes paid
- Form 1099-C if debt was cancelled
Receipts for Other Expenses
- Student loan interest paid (Form 1098-E)
- Tuition and Fees Adjustment or Educational Credits (Form 1098-T)
- Personal property tax for automobiles, boats, or other personal property
- Charitable donations (cash and non-cash)
- Medical care
- Alimony paid
- Tax return preparation fees from last year
- Pre-paid taxes
INCOME SUMMARY
SOURCES OF INCOME
| Form Type |
Income Type |
| W2 |
Wages |
| W2G |
Gambling Winnings |
| 1099-Int |
Interest |
| 1099-Div |
Dividends |
| 1099-G |
Box #1 - Unemployment |
| 1099-G |
Box #2 - Taxable State Refunds |
| 1099-R |
Retirement Distribution |
| 1099-SSA |
Social Security Income |
| 1099-RRB |
Railroad Retirement |
| 1099-Div |
Capital Gain Distributions |
| 1099-B |
Sale of Stock |
| 1099-C |
Cancellation of Debt |
| 1099-Misc |
Box #1 - Rental Income |
| 1099-Misc |
Box #2 - Royalty Income |
| 1099-Misc |
Box #3 - Other Income
‹Not Earned for services› Prizes, Awards, Drawings, Per Capita Tribal Distributions |
| 1099-Misc |
Box #5 - Fishing Boat Proceeds |
| 1099-Misc |
Box #6 - Medical/Health Care Payments |
| 1099-Misc |
Box #7 - Non-Employee Compensation, Self-Employment, Sub-Contractor, Independent Contractor Income |
| 1099-Misc |
Box #10 - Crop Insurance Proceeds |
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