TEL: 229-435-7138
Tax Preparation Checklist
Below you will find information you will need in order to file your taxes.
Personal Information
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Your Driver's License
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Your Social Security card or tax ID number (if you have a business)
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Your spouse’s Driver's License and Social Security card or tax ID number (if you are married and they have a business)
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Dependents Social Security cards and date of birth
Forms You Need
If you receive any of the forms below, you will need to bring them in order to file your taxes:
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W-2 from your employer
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W2- G for gambling income
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1099 MISC or 1099 NEC (if you have a business or self employed)
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1099-R if you have retirement income
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1099 - SSA if you receive Social Security Benefits
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1099 - INT for interest income
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1099 - DIV for dividend income
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1099 - B or 1099 - S for sales of stock or property
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1099 - G for unemployment income
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1098 - E for student loan paid interest
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1098 - T if you (or your dependent) attends college
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1095 - A for Marketplace Health Insurance coverage
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Form 5498-SA showing HSA contributions
Self Employed Information
If you own a business or are self employed please bring the following in order to file your taxes:
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Forms 1099-MISC, Schedules K-1, income records to verify amounts not reported on 1099s
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Records of all expenses; check registers or credit card statements, and receipts
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Amount paid for preparation of last year’s tax return
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Business related expenses (dues, publications, tools, uniform cost and cleaning, travel)
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Business-use asset information (cost, date placed in service, etc.) for depreciation
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Office in home information and Forms 1098 or other mortgage interest statements , if applicable
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Log showing total miles driven for the year (or beginning/ending odometer readings), total business miles driven for the year (other than commuting), and the business purpose of the mileage
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Amount of parking and tolls paid
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If you want to claim actual expenses, receipts or totals for gas, oil, car washes, licenses, personal property tax, lease or interest expense
Rental Property Information
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Records of income and expenses
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Rental asset information (cost, date placed in service, etc.) for depreciation
Other Possible Deductions
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Cash amounts donated to houses of worship, schools, other charitable organizations
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Records of non-cash charitable donations
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Amounts paid for healthcare insurance and to doctors, dentists, hospitals
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Amounts of miles driven for charitable or medical purposes
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Record of moving expenses not reimbursed by employer
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Receipts for classroom expenses (for educators in grades K-12)
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Amount of state/local income tax paid (other than wage withholding), or amount of state and local sales tax paid
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Real estate and personal property tax records
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Invoice showing amount of vehicle sales tax paid
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Job-hunting expenses
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Receipts for energy-saving home improvements
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Record of estimated tax payments made