DOCUMENTS NEEDED TO FILE FEDERAL INCOME TAXES

•    Proper ID, Driver’s License, Social Security Cards of Filer, Spouse & Dependents and Email Address
•    W-2’s
•    Self – Employed – All Reportable 1099- MISC income and expenses claimed
•    House Mortgage Interest and Real Estate Tax (settlement sheets or HUD statements if new home or refinance in the tax year)
•    List and total of Medical Expenses and Health Insurance premiums
•    Child care and disabled dependent expenses -Include EIN and/or social security number, name, address and telephone # of child care provider
•    Dividends on 1099-DIV and any associated expenses
•    Interest on 1099-INT and any early withdrawal penalties
•    Distributions on 1099-R of IRA or any savings or pensions
•    Canceled debt on 1099-C or 1099-A
•    Business expenses (not reimbursed by employer)
•    Vehicle expenses – Mileage, tolls and parking
•    Alimony received or paid with Social Security number, name and address of recipient
•    Moving expenses, receipts, tolls and mileage totals
•    Education expenses and Form 1098-T
•    Rental Income and Expenses associated with rental property
•    Sale of Home – Profit is taxable if you resided in it less than 2 years
•    Gambling and Lottery Winnings on 1099-G along with amount lost gambling
•    Unemployment Benefits on 1099-G
•    Sale of Stock – Research all transactions and know basis (cost) and date of purchase and sale (amount) and date sold of each transaction

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TAX SOLUTION DOES NOT DISCLOSE ANY NONPUBLIC PERSONAL INFORMATION ABOUT OUR CUSTOMERS OR FORMER CUSTOMERS TO ANYONE, EXCEPT AS REQUESTED BY OUR CUSTOMERS OR AS REQUIRED BY LAW