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What To Bring
With You
Review the following
checklist before you come to
see us:
To ensure that we have
everything we need to
process your tax return
quickly, make sure that you
bring EVERYTHING THAT
APPLIES to your
situation.
Here's the short, less
complicated tax return list:
-
Drivers license, Social
Security card and date
of birth for taxpayer
and spouse
-
Social Security card and
date of birth for all
dependents
-
W-2's
-
Prior year tax return
-
Forms 1099-Misc.
(Independent Contractor
Income)
Please review the rest of
this list to see if anything
applies to your tax
situation:
-
All 1099-INT, 1099-DIV,
1099-B, 1099-PATR
statements
-
Form 1098 – G
(Unemployment
Compensation Form). This
may vary by state so
bring in whatever form
the state uses to report
unemployment
compensation benefits.
-
SS-5 Social Security
Benefits Statement
-
Mortgage interest
statement
-
Interest paid on student
loans
-
Real Estate Tax and
Personal Property Tax
Statements
-
Income and Expenses from
a business you own
-
Basis of stocks sold
-
Form 8832 or Divorce
decree for non-custodial
parent claiming a
dependent child
-
Schedule K-1 from
partnership,
s-corporation, or a
trust
-
Rent income and expenses
for rental units
-
Nonresident Aliens need
to bring in their Visa
and Passport and any
work authorization
documentation
-
Estimated tax payment
amounts
-
Alimony paid and
received
-
1099-R - Pension and
Annuity income
-
If part-year Texas
resident, need the date
you moved into the state
and the date in other
states if we are going
to prepare the state
returns.
-
Royalty amounts
-
Housing allowance
amounts for ministers
-
Stock Appreciation
Rights (stock options)
-
Medical, business, and
charitable mileage
-
Any form that says "Do
not throw away, Tax
Document"
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