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Tax Interview

The following is a comprehensive list of documents that you are required to take to your tax interview process.

PERSONAL INFORMATION FOR EACH FAMILY MEMBER:

  • Name
  • Date of Birth
  • Social Security Card /ITIN/ATIN
  • Last Year’s Tax Return (unless you are a returning client)
  • Valid Driver’s License or other valid identification

DEDUCTIONS/ADJUSTMENTS:

  • Medical Expenses
  • Real Estate or Personal Property Taxes (Form 1098 Mortgage Interest Statement)
  • Mortgage Interest (Form 1098 Mortgage Interest Statement)
  • Charitable Contributions
  • Employee Business Expenses
  • Gambling Losses
  • Moving Expenses
  • Traditional IRA Contributions
  • Higher Education Expenses
  • Educator Expenses
  • Student Loan Interest

INCOME AND TAX INFORMATION:

  • W-2’s
  • Interest (1099-INT or substitute)
  • Dividend Slips (1099-DIV or substitute)
  • Stock Sales (1099-B or Broker Statement)
  • Self-Employment Income and Expenses
  • Sale of a Personal Residence
  • Rental Income and Expenses
  • Sale of any Business Assets
  • Gambling or Lottery Winnings (W-2G for some winnings)
  • State Income Tax Refund (1099-G)
  • Pension Income (1099-R)
  • Estimated Taxes Paid
  • Social Security or Railroad Retirement (SSA-1099 or RRB-1099)
  • IRA or 401(k) Distribution (1099-R)
  • Unemployment Compensation (1099-G)
  • Miscellaneous Income (1099-MISC)

TAX CREDITS:

  • Child Care Provider/Address and Employer Identification Number (EIN) orSocial Security Number (SSN)
  • Adoption Expenses
  • Retirement Savings Contributions