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WHAT DO I NEED TO BRING TO MY TAX APPOINTMENT

Personal Information

  • Spouse SSN and DOB
  • Dependent SSN and DOB
  • Current Address

Rental Income

  • Income Expenses
  • Expenses
  • Depreciation Schedule

IRA Information

  • Value of IRA’s
  • Any withdrawals or contributions
  • 1099’R’s

Education Payments

  • Bills for College
  • Student Loan Interest
  • 1098 T
  • Education Savings Acct

Savings and Interest

  • Interest Dividend Income
  • Stock Sales
  • 1099 Int/OID’s
  • Cost Basis for Stocks

Other Income

  • Alimony Paid or Received
  • Prizes
  • Gambling Winnings
  • Health Savings Accounts
  • Unemployment

Employee Information

  • All W-2 Forms
  • Medical Expenses
  • Real Estate Taxes
  • Mortgage Interest (1098)
  • Donations
  • AZ Education Credits
  • Energy Efficient Credit
  • Vehicle Registration

 

HELPING YOU KEEP YOUR PERSONAL FINANCE’S IN CHECK.

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