PREPARING FOR TAX DAY

Use these tips to help you prepare for your appointment

Call First for Appointment? Call or Schedule here

Electronic Filing Offered? Yes

Drop-Off Service Available? Yes, strongly encouraged

Required documents to keep on file:

Copies of valid: Driver's License or State ID

Proof of Residence for dependents claiming EIC

Copies of Birth Certificates for all dependents

Income documents:

W-2s

1099s

Proof of jury duty pay

Proof of alimony you received

Social Security statement (1099-SSA)

Dividend and interest Statements (1099-DIV and 1099-INT)

Retirement distributions (1099-R)

Brokerage statements (1099-B) along with statements showing when you bought and sold your investments

K-1 statements reporting profits from partnerships, trusts and small businesses

Record of income and expenses for your rental property

Record of income and expenses for your self-employment

Unemployment income (1099-G)

Use this handy IRS Document Search tool for your documents

Other tax documents:

HUD-1 Escrow statement for property you bought or sold

Summary of moving expenses

Summary of educational expenses (college tuition1098-T)

Summary of your childcare, daycare, or adult daycare expenses

Student loan interest paid (1098-E)

Tax deduction documents:

Healthcare expenses (doctors, dentists, health insurance, eye care, medicine (1095))

Real estate taxes

Mortgage interest paid (1098)

Gifts to charity

Last year's tax preparation fees

Job-related expenses (union dues, job education, uniforms)

Loss of property due to casualty or theft

Gambling losses

How can I check on my tax refunds?

     Tax related web sites/phone numbers: Get IRS Refund Status (800) 829-1040