Below are the most common information and materials that you
may need when preparing your tax return. As tax situations vary by person, you
may not need all of these materials, or you may need additional information.
Please note that for new clients, we need your photo id, social security card, and last year's tax return (if applicable).
General Information
- Social Security Numbers for you, your spouse and
dependents
- Year of birth for you, your spouse and dependents
- 2008 Adjusted Gross Income (AGI)
Income
- Form W-2s for wages, salaries and tips
- Interest income statements: Forms 1099-INT and 1099-OID
- Dividend income statements: Forms 1099-DIV
- Unemployment compensation received: Form 1099-G
- Miscellaneous income: Form 1099-MISC
- Retirement income: Form 1099-R
- Social Security & Railroad Retirement Income
- Social Security benefits: Form 1099-SSA
- Business income and expenses
Credits
- Education expenses for you and your spouse
- Dependents’ higher education expenses
- Child care expenses for each dependent
- Child care provider address & Federal EIN/SSN
- Adoption expense information
- Retirement savings contributions
Payments
- Estimated payments made with ES vouchers
- Amounts paid with extensions filed
- 2008 tax refund overpayment applied to 2009 taxes
Deduction Expenses
- IRA contributions
- Student loan interest paid
- Moving expenses
If itemizing deductions:
- Medical expenses paid
- Miles traveled for medical purposes
- Home mortgage interest: Form 1098
- Real estate and personal taxes paid
- States taxes paid with 2008 tax return
- Unreimbursed employee job expenses
- Charitable contributions
- Miles traveled while performing qualified charity work