FAQ
What do I need to file my individuals taxes?
What do I need to file my small business taxes?
Personal Information
- Your social security number
- Your spouse's full name and social security number
- Amount of any alimony paid and ex-spouse's social security number
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Other people who may belong on your return
- Dates of birth and social security numbers
- Childcare records (including the provider's ID number) if applicable
- Approximate income of other adults in your home (not spouse, if you're filing jointly)
- Form 8332, copies of your divorce decree, or other documents showing that
your ex-spouse is releasing their right to claim a child to you
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Education Payments
- Bills from the educational institution or anything else that itemizes what you paid or received loans for versus what was covered by scholarship or other financial aid
- Forms 1098-T and 1098-E, if you received them
- Scholarships and fellowships
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Employee Information
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Self-Employment Information
- 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
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Vehicle Information
- Total miles driven for the year (or beginning/ending odometer readings)
- Total business miles driven for the year (other than commuting)
- Amount of parking and tolls paid
- If you want to claim actual expenses, receipts or totals for gas, oil, car
washes, licenses, personal property tax, lease or interest expense, etc.
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Rental Income
- Records of income and expenses
- Rental asset information (cost, date placed in service, etc.) for depreciation
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Retirement Income
- Pension/IRA/annuity income (1099-R)
- Social security/RRB income (1099-SSA, RRB-1099)
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Savings and Investments
- Interest, dividend income (1099-INT, 1099-OID, 1099-DIV)
- Income from sales of stock or other property (1099-B, 1099-S)
- Dates of acquisition and records of your cost or other basis in property you sold
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Other Income
- Unemployment, state tax refund (1099-G)
- Gambling income (W-2G or records showing income, as well as expense records)
- Amount of any alimony received and ex-spouse's name
- Health care reimbursements (1099-SA or 1099-LTC)
- Jury duty records
- Hobby income and expenses
- Prizes and awards
- Other 1099
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Itemizing Deductions
- Forms 1098 or other mortgage statements
- Amount of state/local income tax paid (other than wage withholding), or amount of state and
- Local sales tax paid
- Real estate and personal property tax records
- Invoice showing amount of vehicle sales tax paid
- HUD statement showing closing date of home purchase
- Cash amounts donated to houses of worship, schools, other charitable organizations
- Records of non-cash charitable donations
- Amounts paid for healthcare insurance and to doctors, dentists, hospitals
- Amounts of miles driven for charitable or medical purposes
- Expenses related to your investments
- Amount paid for preparation of your 2008 tax return
- Employment-related expenses (dues, publications, tools, uniform cost and cleaning, travel)
- Job-hunting expenses
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IRA Information
- Amount contributed for 2009 (and 2010, if applicable)
- Traditional IRA basis
- Value of IRAs on Dec. 31, 2009
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If you were affected by a 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 qualifies for individual assistance
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Income
- Gross receipts from sales or services
- Sales records (for accrual based taxpayers)
- Inventory (if applicable)
- Beginning inventory
- Inventory purchases
- Ending inventory
- Items removed for personal purposes
- Returns and allowances
- Business checking and savings account interest (1099-INT or
statement)
- Other income
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Expenses
- Advertising
- Transportation and travel expenses
- Local transportation
- Business trip (mileage) log
- Contemporaneous log or receipts for public transportation, parking
and tolls
- Travel away from home
- Airfare or mileage (actual expense if drove)
- Hotel
- Meals and tips
- Taxes and tips
- Internet connection (hotel, Internet cafe, etc.)
- Other
- Commissions paid to subcontractors
- Depreciation
- Cost and acquisition date of assets
- Sales price and disposition date of any assets sold
- Fringe benefits
- Employer-paid pension/profit sharing contributions
- Employer-paid HSA contributions
- Employer-paid health insurance premiums
- Cost of other fringe benefits
- Business insurance
- Casualty loss insurance
- Errors and omissions
- Other
- Interest expense
- Mortgage interest on building owned by business
- Business loan interest
- Legal fees
- Office supplies
- Pens, paper, staples, etc.
- Other consumables
- Rent expense
- Office space rent
- Business-use vehicle lease expense
- Other
- Office-in-home
- Square footage of office space (hours of use for daycare business)
- Total square footage of home (not applicable for daycare business)
- Mortgage interest or rent paid
- Utilities
- Wages paid to employees
- Form W-2 and W-3
- Federal and state payroll returns (Form 940, etc.)
- Other expenses
- Repairs, maintenance of office facility, etc.
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Contact Us
- Tax season (Jan 18 thru April 15):
- 9am - 8pm Monday thru Friday
- 9am - 4pm Saturday
- Remainder of year:
- 9am - 5pm Monday thru Friday
- Cash
- Check
- Mastercard
- Visa
- Discover