Information

  

Personal Income Tax Preparation


LAE Business Services, Inc.
                                       
               
               
Personal Information
  • Your social security number , date of birth and occupation
  • Your spouse's full name, social security number, date of birth and occupation
  • Amount of any alimony paid and ex-spouse's social security number (if applicable)
  • Your prior year tax returns
Other people who may belong on your return
  • Full names, 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
Employee Information
  • Forms W-2
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
Education Contributions/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
  • 529 Contributions and withdrawals
Rental Income
  • Records of income and expenses
  • Rental asset information (cost, date placed in service, etc.) for depreciation
Retirement Income
  • Pension/IRA/annuity income (1099-R)
  • Social security/RRB income (1099-SSA, RRB-1099)
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
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
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.
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 2014 tax return
  • Employment-related expenses (dues, publications, tools, uniform cost and cleaning, travel)
  • Job-hunting expenses
IRA Information
  • Amount contributed for current year
  • Traditional IRA basis
  • Value of IRAs on Dec. 31, 2015
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’s site to see if my county qualifies for individual assistance 
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