Guarding Your Tax Dollars
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  • Home
  • About Us
  • Services
    • Taxation >
      • Documents Needed
      • Due Dates
      • Tax Rate
    • Money Management
    • Business Structuring
  • Resources
    • Links
  • Contact
    • Privacy Policy

Documents Needed

This is a list of needed documents
Document Organizers
Name of each person in the household
Date of Birth for each person in the household
Form W-2 Wage statement
Social Security card(s) for each individual in the household
Driver’s license or State ID
Last year’s tax return
Education expense information
1099’s such as 1099-C, 1099-Div, 1099-INT, 1099-H, 1099-MISC, 1099-R
Real estate and personal property taxes
Medical and dental expense paid
  • Form 1095-A, Health Insurance Marketplace Statement.  
  • Form 1095-B, Health Coverage.  Health insurance providers
  • Form 1095-C, Employer-Provided Health Insurance Offer and Coverage.
Cash and non-cash charitable donations
Mortgage or home equity loan interest paid – Form 1098
Job related expense Travel
50% limit on meals.   Two method used to figure your meals expense.
  • Actual cost.
  • The standard meal allowance
Mileage – 57.5 cents per mile for business miles driven – January 1, 2015
  • 23 cents per mile driven for medical or moving purposes
  • 14 cents per mile driven in service of charitable organizations
Gifts
Entertainment expense
Incidental expense
Gambling and/or Lottery winnings and/or losses
State refund amount
Alimony paid or received
Rental Income and expense
Child Care Provider/Address and Employer Identification Number (EIN) or Social Security Number (SSN)
Adoption Expenses
Retirement Savings Contributions
 
Personal Income Tax Return Organizer
File Size: 468 kb
File Type: pdf
Download File

Rental Property Organizer
File Size: 381 kb
File Type: pdf
Download File

Sales of Home Organizer
File Size: 264 kb
File Type: pdf
Download File

Self Employment Income Single Member LLC Organizer
File Size: 168 kb
File Type: pdf
Download File

Employe Business Expense Organizer
File Size: 400 kb
File Type: pdf
Download File

Education Expense Organizer
File Size: 272 kb
File Type: pdf
Download File

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