We will be your guide. That’s what we’re here for.
Even if for some strange reason you won’t be using our cost-effective services this year, feel free to use this list as a handy guide…
LET US BE YOUR EASY BUTTON IN CHARLOTTE.
Personal Data
Social Security Numbers & DOB (including spouse and children)
Child care provider tax I.D. / SSN and address
Financial Liabilities
Auto loans and leases (account numbers and car value) if vehicle used for business
Student loan interest paid: Form 1098-E
Early withdrawal penalties on CDs and other fixed time deposits
Employment & Income Data
W-2 forms for this year
Tax refunds and unemployment compensation: Form 1099-G
Miscellaneous income including rent: Form 1099-MISC
Automobiles
Personal property tax information
Department of Motor Vehicles fees (only if including sales or property tax)
Sales tax on purchase
Expenses
Gifts to charity (receipts for any single donations of $250 or more, and non-cash donations of $500 or more)
Unreimbursed expenses and mileage related to volunteer work
Education expenses (tuition and fees)
Health Insurance Information
All 1095-A Forms from marketplace providers (if you purchased insurance through a Marketplace)
Records of credits and/or advance payments received from the Premium Tax Credit (if claiming)
Self-Employment Data
Estimated tax vouchers for the current year)
Self-employment income
Homeowner/Renter Data
Residential address(es) for this year
Mortgage interest: Form 1098
Sale of your home or other real estate: Form 1099-S Second mortgage interest paid
Financial Assets
Interest income statements: Form 1099-INT & 1099-OID
Dividend income statements: Form 1099-DIV
Proceeds from broker transactions: Form 1099-B
Deduction Documents
State and local income taxes
IRA, Keogh and other retirement plan contributions
Medical expenses
Credits
Energy improvements
Education expenses (tuition and fees): Form 1098-T
Adoption expenses
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