Listed items are suggested areas you may have information/documents that you need to compile prior to your meeting with your tax preparer to properly complete your tax return. Select, collect documents as this list meets your needs.

TARGETING YOUR NEEDS

• Taxpayer's driver's license
  
• Social Security cards for self and all dependants
  
• Date of Birth for self and all Dependants
  
• Last year's tax return or the last year you filed return
  
• All W-2, W-2G, Statements for tax year to be filed
  
• Final pay stub from all current year employers
  
• Estimated tax payments Federal/State/Local with payment dates
  
  
• Child Tax Refund letter Summer, 2003
• All Gambling winnings and losses (if you have winnings)
  
• 1099-R, 1099-G, 1099-INT, 1099-DIV, 1099-B, 1099-I, all other 1099's
  
• 1099 & W-2 Unemployment/accident income statements
  
• 1099-SSA Social Security statement(s)
  
• Sales/purchase of stocks/bonds traded current year
  
• Basis of Investment for each traded security
  
• Investment expenses
  
• Alimony paid/received and recepient's name and social security number
  
• Separation/Divorce court agreement
  
• Child care expenses w/name, address, ssn of care giver
  
• Adoption expenses
  
• Legal Expenses for settled judgement; judgement documentation
  
• Mortgage/home equity loan/points interest paid
  
• Real Estate taxes paid
  
• Personal Property taxes (if applicable for your state)
  
  
• Medical/dental expenses (include premiums, mileages, co-pays)
  
• Long term care policy premiums, expenses
  
• Tax preparation fees
  
• Job hunting expenses
  
• Unreimbursed employment expenses - ie: tools, safety, professional dues, mileage, etc)
  
• Labor member dues, work clothes, safety items
  
• Physically challenged equipment provided for job performance
  
• Cash and non-cash chartable donations documents
  
  
• Rental Property income/expenses (list by each unit)
  
• Self-employment business income/expenses
  
• OTR Driver settlement reports, lease/purchase documents, expenses
  
• Business equipment improvements/purchases/leases/sales records
  
  
  
  Reminder Notes:
  
  
• If you owned equipment that you depreciated/sold/refinanced this past calendar year, bring in prior loan papers/tax return documents and new loan papers with you.
  
  
• If you owned/operated a small business and bought/sold business/equipment during the year, bring original purchase and final sale paperwork to tax appointment.
  
  
• If dependant is a working student, please bring in their earnings/income statement(s).
  
  
• If dependant is under 14 and has investment income, bring in all statments and documents.
  
  
• If dependant is an adult, bring in all earnings statment(s) ie Social security, W-2, W-2G, 1099-R and an itemized list of all expenses THEY PAY.
  
  
• Any other records, information that you feel is related to any item(s) above or not addressed that may affect your tax return's accuracy.
  
  
  

Call us to help you zip up your tax return needs;
receive free electronic filing at no additional charge.

www.akrontaxhelp.com