What to have when doing taxes?
Below is the list of information and documents you need to have when doing taxes. If you go to a tax preparer such as H&R Block, Jackson Hewitt or Liberty Tax Service, they will ask you to bring the following tax items. If you have not brought them then you cannot do your taxes.
Personal Data
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social security numbers (for yourself, your spouse and your dependents)
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birthdays (for yourself, your spouse and your dependents)
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child care provider: name, address, tax ID number or social security number
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alimony paid: social security number
Employment and income data
- W-2 forms for this tax year
- Unemployment compensation (Form 1099-G)
- Miscellaneous income including rent (Form 1099-Misc)
- Partnership, S Corporation & trust income (Schedule K-1)
- Pensions and annuities (Form 1099-R)
- Social security and RR1 benefits (Form RRB-1099 or SSA-1099)
- Alimony received
- Jury duty pay
- Gambling and lottery winnings
- prizes and awards
- scholarships and fellowships
- state and local income tax refunds (Form 1099-G)
Homeowner and Renter Data
- Residential addresses for this year
- Mortgage interest (Form 1098)
- Sale of your home or other real estate (Form 1099-S)
- Second mortgage interest paid
- Real estate taxes paid
- Rent paid during tax year
- moving expenses
Financial assets
- Auto loans and leases (account numbers and car value) if used for business
- Student loan interest paid
- Early withdrawal penalties on CDs and other time deposits
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