Bailey's Tax & Accounting Services LLC
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Itemized Deductions
- 1098 Mortgage Interest Statement
- Real Estate Taxes Paid
- Health Insurance & Medical & Dental Expenses
- Medical Mileage
- Monetary Donations
- Non-Monetary Donations
- Child Care Expenses (Provider Name, Address, EIN/SSN and amount paid)
- Gambling Losses (Only up to the amount won)
- Balance for Prior Year State or Local Taxes Paid
- Estimated Tax Payments
- Sale or Purchase of Home
Deductions/Credits
1098 E – Student Loan Interest Paid
- 1098 T – Tuition Statement
- Teachers – Teaching Expenses
- IRA Contributions
- Alimony Paid – Ex-spouse social security number
- Self-Employed Health Insurance
- Moving Expenses
Income Information
- W-2 from all employers
- 1099 Misc – Miscellaneous Income
- 1099 INT – Interest Income
- 1099 G – State Refund Statement
- SSA 1099 – Social Security Benefits
- 1099 R – Retirement Income
- Unemployment Compensation
- W-2G - Gambling Winnings
- Alimony Received
- 1099 C – Cancellation of Debt
- 1099 Div – Dividends
Here's a summary of what you will need when going to get your taxes prepared.
Personal Information
- Your full name, date of birth and social security number
- Your spouse full name, date of birth and social security number
- Your dependents full names, date of birth and social security number
- Your current address and phone number
- Your email address
- Last year’s tax return
- Amount paid for last year’s tax return preparation
Personal Tax Checklist: