Documents Needed
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This is a list of needed documents
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Document Organizers
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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
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.
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 |
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