Tax Appointment Checklist

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What items do I need to file my taxes?

Here is a detailed list of items that will be important when we complete your tax return. Call (813) 336-2886  or click here to schedule an appointment to get your tax return completed. 

Personal Information

  • Your driver’s license or other federal ID with picture

  • Your social security card with your number or tax ID number

  • Your spouse’s full name and social security number or tax ID number

Dependent(S) Information

  • Dates of birth and social security numbers or tax ID numbers

  • Childcare records (including the provider’s tax ID number) if applicable

  • Income of other adults in your home

  • Form 8332 showing that the child’s custodial parent is releasing their right to claim a child to you, the noncustodial parent (if applicable)

Income Sources

  • Employed

    • Forms W-2 or pay-stub for W-2 download

  • Unemployed

    • Unemployment income, state tax refund (1099-G)

  • Self-Employed

    • Forms 1099-MISC, Schedules K-1, income records to verify amounts not reported on 1099s

    • Records of all expenses – check registers or credit card statements, and receipts

    • Business-use asset information (cost, date placed in service, etc.) for depreciation

    • Office in home information, if applicable

    • Record of estimated tax payments made (Form 1040ES)

    • Auto loan or lease if vehicle used for business

  • Rental Income

    • Records of income and expenses

    • Rental asset information (cost, date placed in service, etc.) for depreciation

    • Record of estimated tax payments made (Form 1040ES)

  • Retirement Income

    • Pension or Retirement income/IRA/annuity income (1099-R)

    • Traditional IRA basis (i.e. amounts you contributed to the IRA that were already taxed)

    • Social security/RRB income (1099-SSA, RRB-1099)

  • Savings & Investments or Dividends

    • Interest, dividend income (1099-INT, 1099-OID, 1099-DIV)

    • Income from sales of stock or other property (1099-B, 1099-S)

    • Any cryptotax currency transaction information (purchase or redemption)

    • Dates of acquisition and records of your cost or other basis in property you sold (if basis is not reported on 1099-B)

    • Health Savings Account (HSA) and long-term care reimbursements (1099-SA or 1099-LTC)

    • Health Savings Account (HSA) or Medical Savings Account (MSA) distributions – 1099-SA

    • Expenses related to your investments

    • Record of estimated tax payments made (Form 1040ES)

  • Other Income & Losses

    •  Lottery or Gambling income/losses (W-2G or records showing income, as well as expense records)

    •  Jury duty records

    •  Hobby income and expenses

    •  Prizes and awards

    •  Trusts

    •  Royalty Income 1099 Misc.

    •  Any other 1099s received

    •  Record of alimony paid/received with Ex-spouse’s name and SSN

 

Deductions

  • Real Estate/Home Ownership

    • Forms 1098 or other mortgage interest statements

    • Real estate and personal property tax records

    • Receipts for energy-saving home improvements

    • Repayment of the First-Time Home-buyer Credit – Form 5405

    • All other 1098 series forms

  • Charitable Donations

    • Cash amounts donated to houses of worship, schools, other charitable organizations

    • Records of non-cash charitable donations

    • Amounts of miles driven for charitable or medical purposes

  • Medical Expenses

    • Amounts paid for healthcare insurance and to doctors, dentists, hospitals

    • Mileage log of travel to and from your providers

  • Health Insurance

    • Form 1095-A if you enrolled in an insurance plan through the Marketplace (Exchange)

    • Form 1095-B and/or 1095-C if you had insurance coverage through any other source (i.e. an employer, insurance company, government health plan such as Medicare, Medicaid, CHIP, TRICARE, VA, etc.)

    • Marketplace exemption certificate (ECN) if you applied for and received an exemption from the Marketplace (Exchange)

  • Childcare Expenses

    • Fees paid to a licensed day care center or family day care for care of an infant or preschooler.

    • Wages paid to a baby-sitter.
      Don’t include expenses paid through a flexible spending account at work.

  • Educational Expenses

    • Forms 1098-T from educational institutions

    • Receipts that itemize qualified educational expenses

    • Records of any scholarships or fellowships you received

    • Form1098-E if you paid student loan interest

  • Job Expenses & Tax Prep Fees

    • Employment related vehicle expenses (tolls, mileage, gas, maintenance, license, property tax, interest expense, parking)

    • Receipts for classroom expenses (for educators in grades K-12)

    • Employment-related expenses (dues, education, publications, tools, uniform cost and cleaning, travel)

    • Job-hunting expenses

    • Record of moving expenses not reimbursed by employer

    • Amount paid for preparation of last year’s tax return

  • State & Local Taxes or Sales Tax

    • Amount of state/local income tax paid (other than wage withholding), or amount of state and local sales tax paid

    • State refund amount – 1099-G

    • Invoices showing the amount of vehicle sales tax paid

  • Retirement & Other Savings

    • Form 5498-SA showing HSA contributions

    • Form 5498 showing IRA contributions

    • All other 5498 series forms (5498-QA, 5498-ESA)

  • Federally Declared Disaster

    • City/county you lived/worked/had property in

    • Records to support property losses (appraisal, clean-up costs, etc.)

    • Records of rebuilding/repair costs

    • Insurance reimbursements/claims to be paid

    • FEMA assistance information

    • Check FEMA site to see if my county has been declared a federal disaster area

  • Last Year’s Federal and State Tax Returns