CREDITS
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College Tuition
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Childcare
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Adoption
BUSINESSES
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Income
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Maintenance & repair
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Business taxes paid
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Expenses (advertising, license, meals, etc)
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Home office
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Business travel expenses
INCOME
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W2(s)
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401K or IRA
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Retirement
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Interest-Dividends-Stock sales
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Social Security
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Unemployment
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Rental Income + expenses
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Business Income + expenses
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Alimony - payer's social security number
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Gambling or Lottery *did you win?
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Miscellaneous Income
MEDICAL DEDUCTIONS
DENTAL, VISION, HEALTH
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Co-pays
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Insurance Premiums (NOT pre-taxed)
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Pharmacy Payments
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Doctor Payments
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Hospital Payments
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Supplemental Insurance (cancer, heart)
DEDUCTIONS
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Donations
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Property Taxes
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Vehicle Taxes
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Purchased Home? Bring your HUD Form
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Home Interest
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Property Mortgage Insurance (PMI)
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Tuition & Fees
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Student Loan Interest
HEALTH INSURANCE
Affordable Care Act (ACA)
You are required by law to have health insurance. If you received insurance through the MARKETPLACE, you will receive the Health Insurance Marketplace Statement. This is FORM 1095-A. Please bring this form with you to file your taxes.
PERSONAL
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Name(s)
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Date(s) of Birth
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Social Security Number(s)
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Current Address
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Phone Number(s)
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Email Address
ELECTRONIC FILING
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Filing fee is included in preparation costs
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If claiming dependents - you MUST PROVIDE documents showing proof of dependent's residency.
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(IE: any correspondence addressed to the dependent; school records or medical records with name of dependent and address)