What to Bring
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What to Bring or Information to know...
PERSONAL INFORMATION FOR EACH FAMILY MEMBER:
- Name
- Date of Birth
- Social Security number /ITIN/ATIN
- Last Year's Tax Return
- Valid Driver's License
INCOME AND TAX INFORMATION:
- W-2's
- Interest (1099-INT or substitute)
- Dividend Slips (1099-DIV or substitute)
- Stock Sales (1099-B or Broker Statement)
- Self-Employment Income and Expenses
- Sale of a Personal Residence
- Rental Income and Expenses
- Sale of any Business Assets
- Gambling or Lottery Winnings
- State Income Tax Refund
- Pension Income (1099-R)
- Estimated Taxes Paid
- Social Security or Railroad Retirement
- IRA or 401(k) Distribution
- Unemployment Compensation
- Miscellaneous Income (1099-MISC)
DEDUCTIONS/ADJUSTMENTS:
- Medical Expenses
- Real Estate or Personal Property Taxes
- Mortgage Interest
- Charitable Contributions
- Employee Business Expenses
- Gambling Losses
- Moving Expenses
- Traditional IRA Contributions
- GHigher Education Expenses
- Educator Expenses
- Student Loan Interest
There are other deductions not listed here, No worries at Colbert Ball we will help you maximize your return! TAX CREDITS: Child Care Provider/Address and Employer Identification Number (EIN) or Social Security Number (SSN) Adoption Expenses Retirement Savings Contributions
