What To Bring
WHAT TO BRING:
- Driver’s licenses for IRS identity verification.
- SS card for dependents not claimed before
- Proof of expenses and residence for HoH, new clients
- W-2s from all Jobs, Sickpay and Subpay
- 1099s on: Pensions, IRAs, Social Security, HSA,Unemployment, Savings Interest & Bonds Cashed
- 1099s for Dividends on Stock and Stock Sales, Cancelled Debt, Foreclosures and Condemnations
- 1095A if you had insurance through Obamacare
- 1095B or 1095C on your health insurance
- Other income: Jury Duty, Lottery, Gambling
- Rental or business income and expenses
- Property tax paid for your home
- For renters: rent paid, landlord’s name & address
- 1098-T for College Tuition, also amounts paid for books & expenses
- Student loan interest
- Day Care receipt & information
- K-12 Private or home school expenses
- Estimated tax payments to IRS or State
- Contribution to 529 College Choice
If your deductions exceed $12,950 Single and MFS, $19,400 Head of Household, $25,900 Married Filing Joint you may be able to itemize.
Common deductions are listed below
Taxes Paid (limit of $10,000)
Home, Other Property, . _____________
Vehicles: Excise Tax / Wheel/Sur ______/______
Boat, Trailer, RV, Personal Property Tax _____________
Amount You Owed the State Last Year _____________
State, County & Estimated Income Tax Paid _____________
Contributions
Church or Religious Organization _____________
Charitable Organizations _____________
Miles Driven for Charity, _____________
List Items Donated in good condition (Used Value) _____________
Gambling Losses up to Winnings ____________
Medical bills must exceed 7.5% of your AGI
Prescriptions, Insulin, Prescribed foods _____________
Insurance: Medicare, Supplements, Long Term Care ________
Doctors, Dentists, Chiropractor, Hospital, Eye Doctor _______
Nurse, Nursing Home or Long Term Care Costs _________
Therapy, Wheelchair __________
Hearing Aids, Eyeglasses, Equipment, __________
Auto Mileage, Travel Expenses, Other Costs ___________
Home Interest
1st Mortgage, Purchase Points _____________
2nd Mortgage, Home Equity Loan _____________
2nd Home or a RV or Boat Used as a 2nd Home __________