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Williamsonta​x.com
Documents needed for return
Documents needed for return
If you are married, documents for both you and your spouse will be needed
•Your drivers license or State issued Non driver ID. If you do not have a license a passport is acceptable.
•Your social security card, children’s cards as well.
•First time clients need to provide prior year tax return, both federal and state. This is important for filing.
ALL INCOME such as:
- W2s Wage statement forms
- 1099-B Sale of stocks and mutual funds
- 1099-C Cancellation of debt
- 1099-DIV Stock dividend statement
- 1099-INT Interest earned statement
- 1099-K Paypal, Venmo, etc.
- 1099-Misc. income
- 1099-NEC Income as independent contractor or self employed income
- 1099-R Pension/Annuity/IRA distributions
1099-SSA Income from Social Security
DEDUCTIONS:
Medical:
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- Insurance/Medicare premiums
- Prescription cost
- Lab fees
- Doctor/hospital fees
- Eyeglasses/contact lenses
- Medical supplies
- Travel
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- Copies of cancelled checks showing all estimated tax payments (Federal and State)
- Real estate taxes
- Personal property taxes
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- Mortgage interest/points paid on initial purchase or refinancing
- Student loan interest
- Investment interest
- Car loan interest
- Unemployment Income
- Schedule K-1s
- Other income:
- Alimony
- Jury duty
- Prizes/awards
- Tax refunds
- Gambling/lottery winnings
- Any other income you have received
Charitable Contributions:
- Cash: Amount Paid
- Non-cash: who and when the donation was made
- Dues and subscriptions
- Uniforms
- Equipment/tools
- Tax preparation fees
- Business entertainment
- Job search expenses
- Gambling losses
- Investment expenses
- Books and publications (work related)
- Tuition costs
- Form 1098-T
- Form 1099-Q
- Any college expense forms
•Health insurance forms
•Any other forms you receive that say tax Information enclosed or that you need advisement on.
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