X-Tax:   Pre-Visit Checklist

To ensure that we have everything we need to process your tax return quickly, make sure that you bring EVERYTHING THAT APPLIES to your situation.

Here's the short, less complicated tax return list:

1. Drivers license(s) and Social Security cards for taxpayer and spouse
2. Dependents’ Social Security cards and Dates of Birth
3. Death Certificate if taxpayer, spouse or dependent died during the year
4. Wage Statements – Form W-2(s) – We need all forms. If you are missing a W-2, please contact your employer to get a copy.
5. Pension or Retirement income – 1099-R
6. Unemployment Income - Form 1099-G (this may vary by state) Bring in whatever form the state uses to report unemployment compensation benefits.
7. If you have a copy, last year’s Federal and State Tax Returns
8. Self-Employed Business Income and Expenses (expenses should include all cost of running the business including mileage) – 1099 Misc.
9. Child Care Expenses & Provider Information (Name, address and Employer Identification number for provider)
10. Landlord’s name and address and what you paid per month in rent last year.
    
    Please review the rest of this list to see if anything applies to your tax situation:
     
11. Interest and Dividend Income – Form 1099-INT/Form 1099-DIV
12. State Income Tax Refund Amount – Form 1099-G
13. Sales of Stocks or Bonds – Form 1099-B – In addition to the 1099-B, we need the stock basis (how much you paid – You can get this from your brokerage company), date stock was originally purchased, name of stock and number of shares sold.
14. Social Security Income - SSA-1099
15. Lottery or Gambling Winnings – Form W-2G
16. Alimony paid and received – If you paid alimony we need the recipient’s Social Security Number.
17. Over-The-Road-Truckers – We will need the number of days on road, location and expenses.
18. Income and Expenses from Rental properties
19. Farm Income & Expenses (including business mileage) - Form 1099-Misc.
20. Mortgage, Refinance or Home Equity Loan Interest Paid – Form 1098
21. Real Estate Taxes Paid
22. Personal Property Taxes paid (e.g. cars and boats)
23. Sales Tax Paid
24. Medical Expenses paid out-of-pocket (Doctors, Dentists, eye care, prescriptions, hospital, etc.)
25. Medical and charitable “mileage”
26. Cash and Noncash Charitable Donations – If non-cash charitable contributions exceed $500, we need the name, address and Federal Identification Number for the organization receiving the donation.
27. Sale of Residence – Closing Documents (e.g. HUD 1 Statement), Form 1099-S
28. Un-reimbursed Employment-Related Expenses (including mileage)
29. Job-Related Educational Expenses
30. Educator Expense – Money spent out-of-pocket as a teacher
31. Tuition and Education Fees – Form 1098-T
32. Student Loan Interest – Form 1098-E
33. Direct Deposit Information – If you want your refund direct deposited, please include your Routing and Account number.
34. Adoption Expenses
35. Lottery or Gambling Losses
36. Casualty/Theft Losses
37. Foreign/Other Taxes Paid
38. Estimated tax payment amounts (1040 ES) – Please include the dates paid.
39. State and Local Tax Payments
40. Moving Expenses
41. IRA Contributions – Form 5498
42. If part-year State resident, we need the following:
    1. Dates lived in each state
    2. County or City where you resided in each state
    3. School district where you resided in each state
43. Form 8832 or Divorce decree for noncustodial parent claiming a dependent child
44. Multiple Support Document – Form 2120
45. Sale of Business Property
46. Income and Expenses from Partnerships, S Corporations, Trusts, and Estates – Schedule K1
47. Any form that says "Do not throw away, Tax Document"