What to bring to your tax preparation appointment •Social Security card(s) • Driver’s License(s) • Dependents’ Social Security numbers and dates of birth* •Wage statements •W-2s • Last year’s Federal and State tax return Self-employment business income and expenses/1099-MISC*/1099K •Form 1095-A (Health Insurance Marketplace Statement)** •Exemption Certificate Number*** •Commissions received/paid* •Pension, retirement income/1099-R* Unemployment income/1099-G* • Canceled Debt Amount/1099-C* • Social Security income/SSA-1099* • IRA contributions* • Statements on the sales of stocks or bonds/1099-B * • Interest and dividend income/1099-INT/1099-DIV* • Lottery or gambling winnings/losses* •State refund amount/1099-G* • Income and expenses from rentals* •Alimony paid or received* •Record of purchase or sale of residence* • Medical and dental expenses* • Real estate and personal property taxes* • State or local taxes paid • Sales tax paid**** •Estimated taxes or foreign taxes paid* • Cash and non-cash charitable donations* • Mortgage or home equity loan interest paid/1098* • Unreimbursed employment-related expenses* • Job-related educational expenses* • Educator expenses**** • Tuition and Education Fees/1098-T**** • Student loan interest/1098-E* • Moving expenses* • Casualty or theft losses* • Child care expenses and provider information* • If Applicable • **If you received health insurance from Marketplace (Exchange) • ***If you received an exemption from needing health insurance from the Marketplace (Exchange) • **** extended by Congress.
Posted on: Tue, 30 Dec 2014 13:32:12 +0000
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