What do I need with me when I come to Tax Choice?
- Wage statements (Form W-2)
- Pension, or retirement income (Forms 1099-R)
- Social Security card(s)
- Driver's license(s)
- Dependents' Social Security numbers and dates of birth
- Last year's tax return
- Alimony paid or received
- Cash and non-cash charitable donations
- Childcare expenses and provider information
- Commissions received and/or paid
- Estimated taxes or foreign taxes paid
- Income and expenses from rentals
- Information on education expenses
- Information on the sales of stocks and/or bonds
- Job-related educational expenses
- Lottery and/or gambling winnings and losses
- Medical and dental expenses
- Mortgage or home equity loan interest paid (Form 1098)
- Real estate and personal property taxes
- Record of purchase or sale of real estate
- Self-employed business income and expenses
- Social Security and/or unemployment income
- State refund amount
- Unreimbursed employment-related expenses
What are some tax documents that can assist with my return?
- Dividend Slips (1099-DIV or substitute)
- Estimated Taxes Paid
- Gambling or Lottery Winnings
- Interest (1099-INT or substitute)
- IRA or 401(k) Distribution
- Miscellaneous Income (1099-MISC)
- Pension Income (1099-R)
- Rental Income and Expenses
- Sale of a Personal Residence
- Sale of any Business Assets
- Self-Employment Income and Expenses
- Social Security or Railroad Retirement
- State Income Tax Refund
- Stock Sales (1099-B or Broker Statement)
- Unemployment Compensation
- W-2's
What are the most common Tax Credits?
- Adoption Expenses
- Child Care Provider/Address and Employer Identification Number (EIN) or Social Security Number (SSN)
- Retirement Savings Contributions
What are the most common adjustments and deductions?
- Charitable Contributions
- Educator Expenses
- Employee Business Expenses
- Gambling Losses
- Higher Education Expenses
- Medical Expenses
- Mortgage Interest
- Moving Expenses
- Real Estate or Personal Property Taxes
- Student Loan Interest
- Traditional IRA Contributions
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