Tax Information

Step 1: Gather Your Documents

• Bank Account Numbers: A voided check with your bank or credit union's routing number and savings or checking account number for your refund to be deposited automatically into your account through direct deposit.

• Last Year’s Tax Return: (If you have it)

Step 2: Collect Information for Everyone in Your Household

• Name and Social Security Number: as they appear on the Social Security Card (SSN) or Individual Taxpayer Identification Number Letter (ITIN) for you and all dependents (including children and elderly relatives for whom you provide care).

• Date of Birth and Relationship: son, daughter, mother, etc.

Income Data

• W-2 Forms

• Interest income statements (Form 1099-INT & 1099-OID)

• Dividend income statements (Form 1099-DIV)

• Tax refunds and unemployment compensation (Form 1099-G)

• Proceeds from broker transactions (Form 1099-B), verify cost basis information is included, if not:

Please provide a spreadsheet/ list showing

·       The date(s) you purchased each item(s) sold

·       The total purchase price of each item sold *Do not assume your cost information is provided on Form 1099

• Miscellaneous Income (Form 1099-Misc)

• Retirement plan distribution (Form 1099-R)

Itemized Deductions

In order to itemize and maximize your deductions (schedule A), please compose a spreadsheet/list summarizing them. Itemized deductions include

• Medical expense, co-pay, prescriptions, medical mileage, insurance cost, etc.

• Mortgage interest statement (Form 1098), and real estate taxes paid in 2014

• Casualty & theft records

• Amounts of state & local income tax paid in 2014 or prior years

• Charitable Contribution - List all contribution amounts and provide receipts of contributions over  $ 250

• Records of noncash charitable donations

• Unreimbursed job related expenses (travel, tools, cell phone charges, uniform cost/cleaning, luggage, service fees, trade journals, meals & entertainment)

• Job search or moving expenses


Please prepare a simple 1 page income statement which summarizes your

• Gross self-employment income for the tax year and your applicable expenses categorized and summarized by the type of expense (i.e. advertising, equipment, supplies, etc.)

Business Use of Home

If you used a portion of your home for business please provide

• Square footage calculation of the area used for business

• The date you began using the area for business

• Original purchase price paid for the property

• Summary of your utility expenses (gas, electric, oil, condo fees, landscaping, snowplowing, maintenance, etc.)

• Major home improvements and direct office expense (repairs, business phone, etc.)

Rental Property

If you received income from rental property, please prepare a simple 1 page income statement showing

• Gross rental income you received during the tax year

• Your applicable expenses categorized and summarized by the type of expense (i.e. advertising, mortgage interest, real estate taxes, repairs, maintenance, condo fees, etc.)

• Rental start date and original cost for all properties

Residential Energy Efficient Improvements

Please provide the cost of the following applicable items:

• High efficiency heating & cooling systems, water heaters, windows, doors, insulation, qualified solar electric property, fuel cell property, small wind energy property and geothermal heat pump property

Foreign Nationals on an F-1 or J-1 Visas

Please bring your visa and passport, and summarize the following information:

• Your permanent address where you are a citizen

• Your F-1 / J-1 visa number

• The actual dates entered / left the United States for corresponding tax year

• The number of days you were in the United States for the previous three tax years

• Foreign Bank Accounts- Balance, Bank Name, Account Number

Estimated Tax Payments

If you made any estimated tax payments this tax year, we will need to know the dates and amounts paid for all state and federal estimated tax payments.

Step 3: Gather Additional Items to get a Larger Refund

• Childcare Expenses: name, address, Tax ID or Social Security Number of the child care provider

• College: loans and/or scholarships received, bills for technical/community college or university (Form 1098-T), and other higher education expenses (books, computers, 1098-T, etc.)

• Educator Expenses: for teaching grades K-12 (school supplies and materials used in the classroom)

• Vehicles: vehicle sales tax, total miles driven for the year and/or total miles driven for the business

• Student loan: amount paid for student loans (Form 1098-E)

• Records of any contributions to IRA’S, HSA’S, other retirement plans and total values of the plans as of December 2014

Step 4: Affordable Care Act

Health Care (New for Tax Year 2014)

• Form 1095-A if you received health insurance from an exchange (state or federal)

• Marketplace exemption certificate if you applied for and received an exemption from the exchange

Do You Have Health Insurance?

1. Please provide the following documentation for all members of your household.

• Any form 1095

• Medical bills that show during the tax year an amount due was paid by a health insurance company (indicates coverage)

• Documentation/statement from an employer indicating health insurance coverage

• Medicare card

• Record of advance payments of premium tax credit

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