Tax Documents

sam1 October 15 Tax Filing Deadline
___Taximum Client Data Sheet             
___Taximum Engagement letter *
___Wage statements/ W-2s
___Self-employment business income and expenses/1099-MISC
___Commissions received/paid
___Pension, retirement income/ 1099-R
___Unemployment income/1099-G
___Cancelled Debt Amount/1099-C
___Social Security income / SSA-1099
___IRA Contributions
___Statements on the sales of stocks or bonds/ 1099-B
___Interest and dividend income/1099-INT/1099-DIV
___Lottery or gambling winning/losses
___State refund amount/1099-G
___Income and expenses from rentals
___Alimony paid or received
___Record of purchase or sale of residence
___Medical and dental expenses
___Real estate and personal property taxes
___State or local taxes paid
___Estimated taxes of foreign taxes paid
___Cash and non-cash charitable donations
___Mortgage or home equity loan interest paid/1098
___Unreimbursed employment-related expenses
___Job-related educational expenses
___Educator expenses
___Tuition and Education Fees/1098-T
___Student loan interest / 1098-E
___Casualty or theft losses
___Child care expenses and provider information
___Social Security Cards
___Driver’s License(s)
___Dependent’s Social Security numbers and dates of birth
___Information concerning your stimulus payment checks
___Last year’s Federal and State tax return
Required.   Available online