Tax Checklist

What do you need to bring to when you meet with an Elite Tax & Accounting professional?

In order to provide you with the best and most accurate service, we ask that you provided us with any of the following items that would apply to you in the tax preparations interview. For your convenience, you may also print this page and use as a checklist to ensure you have all the applicable documents.

PERSONAL INFORMATION

  • Taxpayer Social Security card
  • Spouse Social Security card
  • Social Security cards for any dependents
  • Taxpayer valid ID (Driver’s License)
  • Bank information or voided check for refund direct deposit
  • Copy of last year’s tax return (new clients only)

 

INCOME INFORMATION

  • Wage statements/ W-2s
  • Self-employment business income and expenses/1099-MISC
  • Unemployment income/1099-G
  • Commissions received/paid
  • Pension, retirement income/ 1099-R
  • Cancelled Debt Amount/1099-C
  • Social Security income / SSA-1099
  • IRA Contributions
  • Statements on the sales of stocks or bonds/ 1099-B
  • Interest and dividend income/1099- INT/1099-DIV
  • Lottery or gambling winning/losses
  • State refund amount/1099-G
  • Rental property income and expenses
  • Alimony  received
  • Record of sale of residence

 

INCOME ADJUSTMENTS

  • Real estate and personal property taxes
  • State or local taxes paid
  • Estimated taxes of foreign taxes paid
  • Cash and non-cash charitable donations
  • Job-related educational expenses
  • For teachers: Educator expenses
  • Tuition and Education Fees/1098-T
  • Student loan interest / 1098-E
  • Self-employed health insurance payment records
  • Moving expenses
  •  Alimony paid

 

CREDITS AND DEDUCTIONS

  • Child care expenses and provider information
  • Education cost: Form 1098-T, education expenses
  • Adoption costs
  • Mortgage or home equity loan interest paid/1098
  • Medical and dental expenses
  • Casualty or theft losses
  • Unreimbursed employment-related expenses (uniform, supplies, travel, etc)
  • Home Business/Office expenses
  • Rental property expenses
  • Record of purchase of residence