What Do I Need To File?

Basic Info (You, Spouse and Dependents)

• ID, SSN or ITIN, and date of birth
• Last year's Return
• Estimated Taxes Paid
• Direct Deposit ~ Account & Routing number from your Bank~

Documents Received

• Form W-2's - from all employers
• W-2G Certain Gambling Winnings
• A 1099-MISC is a type of tax form. It is used to report miscellaneous income, such as income earned
  as a non-employee, as well as fees, commissions, rents, or royalties paid during the last tax year. Payments
  for prizes, awards, legal services, and other non-employee activities may be reported on this form as well.
• 1099-INT & 1099-OID Interest Income, 1099-DIV Dividend Income
• 1099-S sale of home or real atate
• 1099-G unemployment compensation
• 1099-R Retirement plan distribution

Personal Records (You, Spouse and Dependents)

• Child and Dependent Care Expenses
• Educational Expenses
• Medical Expenses has to exceed 10% of your adjusted gross income (7.5% if either you or your spouse is age 65 or older).
  Medical and dental care insurance premiums: Total $__________
  Doctor, dentist, and hospital fees: Total $__________
  Prescription medicines and drugs: Total $__________
  Medical aids such as eyeglasses, contact lenses, and hearing aids: Total $__________
  Parking fees and tolls: Total $__________
  Actual out-of-pocket vehicle expenses: Total $__________
  Number of medical miles driven:Total #__________
  *Do not include expenses reimbursed, or paid from a pre-tax salary reduction*
• Real Estate Taxes Total $__________
• Mortgage Interest Paid Total $__________
• Charitable Contributions
  Cash or check Total $__________
  Non cash Total $__________
• Business or Employee Expenses
• Gambling Expenses
• Moving Expenses
• Alimony Expenses and/or Income
  * this are some examples only*
  
  ~~~ For Direct Deposit we need Account & Routing number from your Bank~~~