New Tax Client Information

What to Bring

• Valid picture ID
• Social Security numbers for all persons listed on the tax return (including dependents)
• Birth dates for all persons listed on the tax return
  
• Prior year’s tax return and supporting documents
  
• For direct deposit of your refund, bring a voided check OR your checking or savings account number and routing number from your bank
• Income statements and needed forms (if applicable)
• Wages from each job (Form W-2; all copies)
• Independent contractor earnings (Form 1099-MISC)
• Interest earned (Form 1099-INT)
• Dividends earned (Form 1099-DIV)
• Stock sales details (Form 1099-B)
• Retirement Plan Distributions (Form 1099-R; all copies)
• Gambling Winnings (Form W-2G; all copies)
• Unemployment (Form 1099-G)
• Social Security Benefits (Form SSA-1099)
• Railroad Retirement Benefits (Form RRB-1099-R)
• Financial Broker Year End Combined Statements
• Hobby Income
• Income expenses and needed forms (if applicable)
• Medical/doctor/dentist expenses paid out of pocket
• Health, Medical account contributions (Form 5498-SA)
• Health, Medical account distributions (Form 1099-SA)
• Proof of Health Care coverage (Form 1095-A, 1095-B, or 1095-C)
• Insurance premiums paid out of pocket (not through employer pre-taxed)
• Long-term care premiums
• Prescription drugs paid out of pocket
• Medical miles driven
• Estimated tax payments made (amounts and dates paid)
• Real Estate Taxes (include copy of county’s statement)
• Other taxes paid: personal property; vehicle tabs (MN only); etc.
  Major purchases with sales tax paid
• Home mortgage interest (Form 1098)
• Other mortgage interest (Form 1098 – need to explain use)
• Charitable contributions cash or check: need receipts with amounts listed
• Volunteer miles driven
• Noncash charitable contributions: need receipts with amounts listed
• Gambling losses
• Unreimbursed employee expenses
• Union dues
• Previous tax preparation fees
• Hobby expenses
• Safe deposit box rental expense
• Investment expenses (paid out of pocket)
• Receipts for education expenses you paid for your children in grades K-12. (Ex.: tutoring, rental/purchase of an instrument, music lessons, pens, pencils, notebooks, etc.)
• Tuition expenses you paid to attend a university, college, or technical school (Form 1098-T) and expenses (Ex.: notebooks, books, lab fees, laptop, etc.)
• Interest you paid on student loans (Form 1098-E)
  
• Day care expenses you paid for your children. (Need provider’s name, address, and tax ID or social security number)
  
• Renters: Certificate of Rent Paid (Form CRP) from each landlord for the year
  
• Anything else you believe to be helpful or necessary in completing your tax return

Schedule your appointment to get a FREE consultation. Call Habert Accounting for more information!