DAT Financial & Tax Service
Getting Organized for Tax Time
Please download a convenient one-page Income Tax Checklist or multi-page Tax Organizer and you'll have important tax tips and tax saving strategies as well as a handy list of what to bring to your tax appointment.
You may have been storing receipts and income statements in shoe boxes throughout the year, but in order to claim all of your tax deductions and record income accurately on your tax return, you'll need to spend a little time getting organized before your tax appointment.
By the end of January each year, I send tax organizers with priority appointments to all of my returning clients. New clients should call with any questions so a convenient time can be arranged. During tax season, appointments are available seven days a week, morning, afternoon and evening.
Following is a general list of what you'll need to gather and bring:
- Social Security Card(s)
- Driver’s License(s)
- Dependents’ Social Security Numbers & Dates of Birth
- Last Year's Federal and State Tax Returns (New Clients Only)
- Wage Statements - W-2 Forms
- Pension or Retirement Income - 1099-R Forms
- Interest and Dividend Income - Form 1099-INT/Form 1099-DIV
- State Income Tax Refund Amount - Form 1099-G
- Social Security Income - Form SSA-1099
- Unemployment Income - Form 1099-G
- Commissions Received/Paid
- Sales of Stocks or Bonds - Form 1099-B with Purchase Prices and Purchase Dates
- Self-Employed Business/Farm Income & Expenses - Form 1099-MISC Non-employee Compensation
- Lottery or Gambling Winnings - Form W-2G
- Lottery or Gambling Losses
- Income and Expenses From Rentals
- Income from Partnerships, S Corporations, Trusts, and Estates - Schedule K-1
- IRA Contributions
- Alimony Paid or Received
- Child Care Expenses & Provider Information
- Medical, Eye Care, and Dental Expenses
- Cash and Noncash (Value of Discarded Items Donated) Charitable Donations
- Final Closing Statement from Purchase or Sale of Residence
- Mortgage or Home Equity Loan Interest Paid - Form 1098
- Real Estate and Personal Property Taxes Paid
- State or Local Sales Taxes Paid
- Sales tax Paid on a Car/Boat/Airplane Purchase (through 2009)
- Annual DMV Registration Notice with Amount Paid
- Unreimbursed Employment-Related Expenses
- Job-Related Educational Expenses
- Educator Expenses
- Moving Expenses
- Adoption Expenses
- Tuition and Education Fees - Form 1098-T
- Student Loan Interest - Form 1098-E
- Casualty or Theft Losses
- Estimated Taxes Paid
- Foreign Taxes Paid
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