1.      Last year's tax return (if a new client) with any changes for the new tax year for the taxpayer, spouse, and dependents with social security numbers and addresses.

2.      W-2's from all employers, 1099-misc's for all self-employed jobs, K-1's from s-corps, partnerships, estates, trusts, and LLC's.

3.      Amounts of other income such as gambling and prize winnings, tips, alimony, unemployment, disability, judgments from lawsuits, inheritances, loan repayments, etc (some may be partially taxable).

4.      1099-INT's (interest) and 1099-div's (dividends) from banks, credit unions, stockbrokers, mutual fund companies, and companies where you own stock.

5.      1099-R's if you have retirement income from pensions, IRA's, etc.; social security year-end statement.

6.      1099-G's from state reporting state income tax refund received the previous year.

7.      1098's from mortgage companies to show interest, taxes, and points.  If you have a mortgage financed by an individual, you need the name, address, social security number and an amortization table to show interest.

8.      Amount of contributions to an IRA or other retirement plan and IRA Roth rollover amounts for tax year.

9.      Amount of deductions including:

·         Charitable contributions made by cash or check (need receipt if over $250)

·         Donations of goods (not cash or check) with details if over $500

·         Medical expenses not reimbursed by insurance (include insurance premiums)

·         Ownership tax on car registration

·         Real estate taxes

·         Employee expenses not reimbursed (job education, travel, union dues, uniforms, safety shoes, mileage, lodging, meals, etc.)

·         Tax preparation fees, safe deposit box fees, and investment fees.

10.  Expenses for childcare; name of childcare provider with address, and SSN or EIN.

11.  Self-employed:  list of all business expenses by category including business mileage for car and any new assets purchased.

12.  Rental property: list of all rental income, rental expenses by category, depreciation schedule, and improvements.

13.  Amount of all federal and state estimated tax payments made for tax year.

14.  Copies of qualified education expense recap forms received from the college you or your child attended during the year

15.  Any correspondence received from the IRS or state taxing agencies.

16.  Settlement papers from all real estate transactions.

17.  All other related tax documents.

This list is not all-inclusive so do not hesitate to ask your tax preparer of other possible tax deductions.