What to have ready for your "tax lady"

A good hint of what you need for this year's tax return is to take a look at last year's return.  If you have something entered in block 8 of the 1040, (interest payments you received) chances are that you received a Form 1099 for the current tax year. 

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If you received a refund of your state taxes for the previous year AND you itemized (Schedule A), your refund may be taxable.
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Don't know if someone you support financially is your dependent for tax purposes?  You may be able to claim someone, such as a parent, even if they didn't live with you.  Bring any type of income the other person received plus a list of your expenses and we'll help you to determine dependency status.
 
·      Last year's tax return (Don't have one?  Not a problem!  We can do it for you.)
· Dependents’ names, social security numbers, and dates of birth
· W2s; any information on unreimbursed employee business expenses, such as mileage, uniforms, union dues.
· All 1099s, including unemployment, gambling income, self-employment, pension, jury duty, etc
· Interest, dividend statements, including student loan interest
· Brokerage statements
· Social Security statements
·     Other forms of income, such as alimony
· Any IRA information, such as contributions; also proof of alimony paid
· Any medical expenses, including mileage, charitable contributions,both monetary and non cash, including mileage to perform charitable work, taxes paid, including real estate, income taxes, and personal property taxes
· Home mortgage interest
· Any tuition expenses, child care expenses, including your day care provider's social security number or EIN
· Health Savings Account, cancellation of debt, or purchase and installation of energy efficient home items, such as windows, furnace, insulation.
· Estimated taxes paid
· First time home buyers' credit information
· Bank account information for refund, if applicable, or direct debit of taxes due.
 
 Bring your questions!
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