These are worksheets to help with organizing your tax information for the filing season. They are for the most part self-explanatory, if you have questions or are unable to access the forms please call my office at 941-244-0573.
Documents needed to prepare your tax return:
- Social Security Cards
- Driver's License
- Dependent's Social Security Numbers and Dates of Birth
- Last Year's Federal and State Tax Returns
- Wage Statements- Form W-2
- Pension or Retirement Income- Form 1099-R
- Interest and Dividend Income- Form 1099-INT/Form 1099-DIV
- State Income Tax Refund Amount- Form 1099-G
- Social Security Income- Form SSA-1099
- Unemployment Income- Form 1099-G
- Commissions Received/Paid
- Information on sales of Stocks or Bonds- Form 1099-B: including information about the cost of stocks and bonds and the date purchased.
- Self-Employed Business/Farm Income and Expenses- Form 1099-MISC
- Lottery or Gambling Winnings- Form W-2G
- Lottery or Gambling Losses: Documentation required.
- Income and Expenses form Rentals
- Income from Partnerships, S Corporations, Trusts and Estates- Schedule K-1
- IRA Contributions: Contributions can be made until 4/15/17.
- Alimony Paid or Received
- Child Care Expenses and Provider Information: Name, ID# and address
- Medical, Eye care and Dental Expenses
- Cash and Non-cash Charitable Donations ( Receipts are required for ANY cash or non-cash contributions. Receipts and documentation is mandatory.
- Record of Purchase /Sale of Residence
- Mortgage or Home Equity Loan Interest Paid- Form 1098
- Real Estate and Personal Property Taxes Paid
- State or Local Sales Tax Paid (boat, car, motorcycle, motor home, airplane)
- Sales tax paid on major home renovation items.
- Unreimbursed Employment-Related Expenses.
- Job-related Educational Expenses
- Tuition and Education Expenses
- Tuition and Education Fees- Form 109T
- Student Loan Interest- Form 1098-E
- Casualty or Theft Losses
- Estimated Taxes: amounts and dates paid
- Forms 1099-A and 1099-C: Foreclosures and Debt Forgiveness
- Forms 1095-A and 1095-C: Employer provided heath insurance coverage
