Each Tax Return is different. Here are some general guidelines for what you will need to bring for your Tax Preparation Appointment. If you are new to our office, we would advise you to bring a copy of your Prior Year’s Return.
YOUR PROFILE
Your address, contact info, and current occupation
Names and social security numbers of you and your dependents
EARNINGS
Total interest and dividends earned (Have all 1099 statements, Companies & Mutual Funds etc.)
Total amount of alimony Received
Total amount all all tips Received
Total amount of all State Lottery or gambling winnings
If you had capital gains or losses, indicate source and amount. (If from stocks have brokerage buy and sell slips or an itemized listing. If bought or sold property, have escrow statements and an itemized list of improvement costs
Listing of all earned income ( Have all W2’s, 1099s and other documents indicating income received or an itemized listing with source amount)
EXPENSES
Total alimony paid
Childcare expenses (Have a list of names, addresses and ID numbers of providers)
If you have moved more than 50 miles due to changing your job location, have information as to the mileage and cost of moving
If you were looking for work in your previous occupation, indicate miles driven, airline costs, lodging and meals, telephone and resume costs.
Listing of all Estimated Tax Payments (this does not include withholdings from your W-@’s or 1099’s)
[box] To fully investigate your eligibility for all deductions and credits, read through the list below and bring information on all items relevant to your situation:[/box]
MEDICAL BILLS
(Total dollar amount not reimbursed by insurance)
Drugs and Medicines
Total Health Insurance
Adoption Fees
Doctors & Dentists
Hospitals fees
Miles Traveled for Medical Care
Lab & X-Ray Fees
Glasses or Hearing Aids
Other ( Nurses, Ambulance, ect)
Long Term Care
TAXES
Boat or Personal Plane taxes and registration
Auto & Vehicle taxes and registration
Property Taxes: Home & Vacant Land (not including rentals)
INTEREST PAID
Mortgage Interest
Investment Interest
Land
Student Loan Interest
VALUE OF ALL CHARITABLE CONTRIBUTIONS
House of Worship Contributions
Payroll Deduction
Used Clothing Donations
Furniture Donations
Miles Driven for Charity
Other Miscellaneous Donations
MISCELLANEOUS DEDUCTIONS
Union / Professional Dues
Uniforms & Cleaning
Safety Equipment
Work Tool Expense
Employment Agency Fees
Tax Services Fees
Safe Deposit Box Fees
Professional Supplies
Business Use of Auto (number of miles driven OR actual cost of use)
Investment Expense & Aid
Non-Reimbursed Phone Exp.
Travel Expense for Investments
Military Reserve Training
Military Reserve Lodging
Transportation
Legal Fees
Employee Non-Reimbursed Expenses
Disaster Losses, Flood, Fire, etc
Gambling Losses (May not exceed gambling winnings)
If you have any questions or concerns before your appointment, please don’t hesitate to contact us. We are here to help during extended business hours over the tax season.
What to bring to your tax appointment
/0 Comments/in Blog /by lstaxservices_i8x1k2Each Tax Return is different. Here are some general guidelines for what you will need to bring for your Tax Preparation Appointment. If you are new to our office, we would advise you to bring a copy of your Prior Year’s Return.
YOUR PROFILE
EARNINGS
EXPENSES
[box] To fully investigate your eligibility for all deductions and credits, read through the list below and bring information on all items relevant to your situation:[/box]
MEDICAL BILLS
(Total dollar amount not reimbursed by insurance)
TAXES
INTEREST PAID
VALUE OF ALL CHARITABLE CONTRIBUTIONS
MISCELLANEOUS DEDUCTIONS
HIGHER EDUCATION EXPENSES
ENERGY CREDIT
If you have any questions or concerns before your appointment, please don’t hesitate to contact us. We are here to help during extended business hours over the tax season.