WHAT
TO BRING
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:
- IRS Rebate
Letter sent to all taxpayers during summer
- Drivers
license and SS cards for taxpayer and spouse
- Social
Security cards and dates of birth for all dependents
as well as taxpayer and spouse
- W-2's
- Prior
year tax return
- Forms
1099-Misc. Independent Contractor income
Please
review the list below to see if anything applies to your
tax situation:
- All 1099-INT,
1099-DIV, 1099-B, 1099-PATR statements
- Unemployment
compensation Form 1098-G (this may vary by state)
Bring in whatever form the state uses to report unemployment
compensation benefits.
- SS-5 Social
Security Benefits Statement
- Mortgage
interest statement
- 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 noncustodial parent claiming
a dependent child
- Schedule
K-1 from partnership, s-corporation, or a trust
- Rent income
and expenses for rental units
- Non-resident
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
Virginia resident, we will need the dates you moved
into the state and the dates in other states if we
are going to prepare the other 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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