Your unique situation may require more documents that are listed below, but the following is a great place to get started. When in doubt, bring it!
Prior Year Tax Return Copies
If you are a new client, please bring copies of your last 3 years federal and state income tax returns.
Personal & Dependent Information
• Childcare payment records with licensed provider’s ID number(s)
• Amount of any alimony payments with ex-spouse SSN
• Purchase date & total investment for any stocks or property sold
• List of investment related expenses
• Education scholarships or fellowships
• Mortgage interest, real estate & personal property tax records
• Casualty & theft losses
• Amounts of state & local income tax paid in prior years
• Records of cash donations to religious institutions, schools & other charities
• Records on non-cash charitable donations
• Unreimbursed job related expenses (travel, tools, cell phone charges, uniform cost/cleaning, luggage, services fees, trade journals, meals & entertainment)
• Job search/moving expenses
Retirement & Education
• Records of tuition and other higher education expenses (books, computers, etc)
• Marketplace exemption certificate if you applied for and received an exemption from the Exchange
Stocks & Mutual Funds
• The date(s) you purchased each item(s) sold
• Total purchase price of each item sold. Do not assume your cost information is provided on Form 1099.
• Gross self employment income for the tax year and your applicable expenses categorized and summarized by the type of expense (i.e. advertising, equipment, supplies, etc)
• Gross rental income you received during the tax year
• Your applicable expenses categorized and summarized by the type of expense (i.e. advertising, mortgage interest, real estate taxes, repairs, maintenance, condo fees, etc).
• Rental start date and original cost base for all properties
Business Use of Home
• Square footage calculation of the area used for business
• The date you began using the space for business
• Original purchase price paid for the property
• Summary of your utility expenses (gas, electric, oil, condo fees, landscaping, snowplowing, maintenance, etc)
• Major home improvements and direct office expenses (repairs, business phone, etc).
Residential Energy Efficient Improvements
• High-efficiency heating & cooling systems, water heaters, windows, doors, insulation, qualified solar electric property, solar water heating property, fuel cell property, small wind energy property and geothermal heat pump property
Foreign Nationals on a F-1 or J-1 Visas
• Your permanent address where you are a citizen
• Your F-1 / J-1 VISA number
• The actual dates entered / left the United States for corresponding tax year
• The number of days you were in the United States for the previous three tax years