- 2005 tax return if not prepared
by our firm (bring earlier years if have carryover information)
- Name's, birthdates, and social
security cards (if not already provided)
- Form W-2 for employee wages
- SSA annual statement, for
retirees
- Form 1098 for mortgage interest
- Form 1099-G for prior year state
refund or unemployment compensation
- Form 1099-Misc. for miscellaneous
income such as independent contract labor
- Form 1099-R for retirement fund
distribution and transfer
- Form 1099-B,Int., and Div. to
report capital gains (losses), interest, and dividends respectively
- Form K-1 for separate entity data
- Student loan interest annual
report
- Moving expenses, including
mileage, lodging, supplies, utility change fees, and one month of interim
storage
- Form 1098-T for tuition cost, if
provided, otherwise own record
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- Cost of class fees and books
purchased from school for higher education
- Rental income and expenses
- Closing paper two page HUD
statement for purchase or sale of real estate
- List of medical expenses by
category
- Real estate property taxes paid
(may be reported on the 1098 Mortgage statement
- Monetary donations
- Property donations (please
provide information on donation sheet for combined amounts over
$500)
- Unreimbursed employee business
expenses, including telephone, office supply, auto, professional
development, equip-
- ment, and any other costs.
- Miscellaneous deductible items
including tax preparation, lock box, and job search costs.
- Child care cost, provider name,
and provider address and tax identification number
- IRA contribution or intended
contribution by filing deadline
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