Resources at Your Fingertips
WHAT TO BRING
Please remember to bring the following
- Last year’s tax return
- W-2 forms
- 1099 from pensions, IRA distribution, bank interest, stock dividends
- Self employment income and expenses (Kindly provide totals)
- W-2 G from any gambling winnings
- 1099 from any stock transactions (Kindly provide totals)
- Social Security Statements
- 1098 Mortgage Statements(Condo/co-op owners will receive one from the bank and another from the board)
- Social Security number and D.O.B. for any new dependents
- Child Care Provider Information (Name, Address, SS# & EIN#, amount paid)
- Traditional or Roth IRA contributions
- Student loan interest paid
- Qualified college Tuition Paid for each student
- Estimated payments made for Federal and State
- Rental Income and expenses (Kindly provide totals)
- Unemployment statements
- Schedule K-1 from Partnership, S-Corp (Should be complete by January 31)
WHERE IS MY REFUND?
Click Button To Check Refund Status
DEDUCTIONS
SELF EMPLOYED TAX DEDUCTIONS
- Advertising
- Car and truck expenses
- Commissions and fees
- Contract labor
- Depletion
- Depreciation
- Employee benefit programs
- Insurance
- Interest
- Mortgage (paid to banks, etc.)
- Legal and professional services
- Office expense
- Pension and profit-sharing plans
- Rent or lease
- Vehicles, machinery, and equipment
- Other business property
- Repairs and maintenance
- Supplies
- Taxes and licenses
- Travel, meals, and entertainment
- Deductible meals and entertainment
- Utilities
- Wages
- Telephone
REAL ESTATE TAX DEDUCTIONS
- Income
- Advertising
- Auto and travel
- Cleaning and maintenance
- Commissions
- Insurance
- Legal and other professional fees
- Management fees
- Mortgage interest paid to banks
- Repairs
- Supplies
- Taxes
- Utilities
