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Income
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W2
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Wage Statement
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W5
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Earned Income
Credit Advance Payment Certificate
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K-1
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Partnerships
or S-Corporation report
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1099-B
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Sale of
Stocks, Mutual Funds and other securities. Include cost basis for any
stock, mutual funds etc sold if available
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1099-C
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Cancellation
of debt statement
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1099-DIV
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Dividend
Income
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1099-G
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Unemployment
Income, Tax Refunds, etc.
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1099-INT
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Interest
income
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1099-MISC
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Miscellaneous
Income
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1099-R
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Retirement or
pension Income, or distributions from 401K or IRA etc
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1099-
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Other 1099
statements received
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-
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Sale of Home
or Real Estate and Cost Basis if available
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Other income
including Gambling Winnings, Jury Pay, Settlements, Prizes, Awards,
Other Income
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K-1
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Partnerships
or S-Corporation report
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Inheritance
information: for inheritances received during the tax year
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Income
Adjustments
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Contributions
to Traditional IRA, SEP, SIMPLE, Qualified Plans
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Contributions
to health savings accounts
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Educator
expenses, Student loan interest paid, Tuition and fees deductions
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Moving expense
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Alimony paid
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Deductions
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1098
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Mortgage
Interest Statement
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Points paid
beacuse of home purchase, refinance or equity loans
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Real Estate
or Property Taxes
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Investment
Interest or investment expenses
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Charitable
Donations (cash or non-cash)
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Medical
insurance premiums paid (not pre-tax)
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Medical
expenses including medical miles
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Mortgage
Insurance Premium (PMI)
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Unreimbursed
Job Expenses - mileage log, materials, tools, union dues, uniforms,
reimbursement information if any
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Tax advice or
preparation fees
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Gambling
losses to the extent of gambling winnings
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Exemptions
and Credits
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Dependents,
new members of household, births, adoptions. Include new social
security numbers and dates of birth if available
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Amount paid
for day care, pre-school, or adoption expenses. Include providers name,
address, social security or tax ID number
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Energy credit
(electric or hybrid car, home heating or cooling systems, new windows,
doors, etc)
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Recently
married? Include other spouse information such as SS# and previous year
tax return.
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Earned Income
Credit and Child Tax Credit qualification tests include relationship to
child or children and residence info.
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Retirement
savings for the year IRA, 401K, 403B, etc
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Foreign taxes
paid during the year
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Education
Credit (Hope or Lifetime Learning Credit). Include tuition and
fees paid during the year
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Special
Documents
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Last year tax
return (new clients only)
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Settlement
statements(HUD-1) home sales or purchases during the year
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Settlement
statement: (form HUD-1) refinance, 2nd mortgage, or home equity loans.
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Receipts for
cash donations if any
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Business owners should
provide business income and expenditure information. Refer to this
link http://www.rgabase.com/btaxlist.html
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