What To Bring

General Information

  • Change of Marital Status

  • Change of Address / Phone

  • Occupation change

  • Health Insurance Coverage

  • Estimates Paid

  • Alimony Paid

  • IRA Contributions

  • Tuition Paid: 1098-T Required

  • Student Loan Interest Paid

  • Self-Employed Retirement Plan

  • Health Savings Accounts (1099 SA)

  • Moving Expenses: new job

New or Changed Dependents

  • Name as appears on social security card

  • Social Security Number

  • Date of Birth

Income:

  • Wages (W2’s)

  • Interest / Dividends (1099 INT / 1099 DIV)

  • State Tax Refund (1099 G)

  • Social Security Statement(s)

  • Unemployment Compensation (1099 G)

  • IRA & Pension Distributions (1099 R)

  • Gambling Winnings (1099 G)

  • Sale of Stocks / Bonds (1099 B): include original cost information

  • Partnership or Corporate K1’s

  • Alimony received

Schedule C (Business):

  • Gross Income (1099 Misc)

  • New Assets: date of service

  • Self-Employed Health Insurance

  • Home Office Expense

  • Auto Expenses/Mileage

Schedule E (Rental):

  • Rent / Royalties (1099 Misc)

  • Capital Expenses: date placed in service

  • Rental Expenses

Itemized Deductions:

  • Medical – Long-term care insurance; Prescriptions, co-pays, doctors, dentists, etc; Mileage to and from; Eye-glasses, etc

  • Real Estate Taxes

  • STAR Check Stub

  • Property Tax Relief Credit

    • Home Mortgage Interest

    • Home Mortgage Insurance

    • Cash Contributions

    • Non-Cash Contributions

    • Investment Expenses

Credits & Other Expenses:

  • Child Care: provider name, ID#, address

  • Tuition and Fees: 1098-T Required

  • Adoption Fees

  • Electric / Hybrid Vehicle

  • Home Energy Credit

  • Form’s 1095: A-from an exchange

  •                        B-from your insurer

  •                        C-from your employer

New York State:

  • Drivers License

  • Long-term care insurance Premiums

  • Section 529 plan (Tuition Plan)

  • Sales & Use Tax