Some taxpayers like to use an "organizer" as they gather tax information. Request a personalized organizer here, or print (or fill the pdf) a generic organizer here. It is not necessary to fill in information for which you are providing documents (W-2, 1099R, charitable contribution letter, etc.)
Following is a list of common documents you may receive:
Reports wages and withholdings from all jobs where you and your spouse worked as an employee.
Reports gambling winnings and withholdings.
Interest earned, dividends earned, stock sold
Reports amount received, amount taxable and withholdings from retirement accounts.
Reports amounts received from Social Security and Railroad retirement.
Reports amounts received for contract labor of $600 or more.
Reports rent, prizes and awards, other income and more.
Reports taxpayer share of income from partnership, S corporation, estate or trust.
Reports payments from a qualified tuition program.
Reports interest you paid on a mortgage.
Reports tuition billed and paid.
Reports student loan interest you paid.
Reports amount paid for health insurance through the marketplace.
Provide any other official documents you receive reporting income or payments.
Please provide the prior year's tax return only if our office did not prepare your tax return in the prior year.
Following is a list of common information needed for tax preparation:
IRS e-file requires driver's license number, issue date and expiration date for both taxpayer and spouse.
Provide full name, social security number, date of birth, relationship to you.
Let us know about changes in address, dependents, job status, marital status.
Amounts received from working as contract labor or as a sole proprietor. All income received is taxable, even if not reported to IRS on form 1099. Provide expenses related to business income.
Amounts received from renting or leasing real or personal property. Provide expenses related to rental income.
Amounts paid for out-of-pocket (not reimbursed or paid with an HSA, FSA) medical expense. This may include insurance premiums, co-pays, hospital, dental and orthodontic, parking as well as mileage.
Keep in mind, medical expense must be more than 10% of adjusted gross income (4% on state) to begin to count, and requires itemizing. Most of us will not have enough medical expense to itemize on federal, but some may be able to deduct on state.
Read more about allowable medical expense here.
Amount of real property tax you paid and amount of "ad valorem" tax you paid on your car tags.
Statements or receipts from charitable contributions, both cash and non-cash.
Read more about charitable contributions here.
Click here for tax organizer information and download. Use a pdf fillable organizer or print a paper organizer.