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THE TAX
APPOINTMENT
What to Bring
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Before beginning your tax return, here
are a few things you should know to make preparing and
filing your return easier and less stressful.
Social Security Numbers
It is important that you have the
correct social security number and date of birth for each
person you will claim as an exemption on your return. If
each name, social security number, and date of birth do not
match exactly when you file the return, the IRS will reject
your return and ask you to submit the correct information.
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Standard 1040 Filers |
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Social Security Numbers |
Child/Dependent Care Expenses |
Alimony Received (Pre-2020) |
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W2s - Wages/Salary |
1099-MISC |
1099-R - Retirement |
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SSA-1099 Social Security |
W2-Gs - Gambling winnings |
K1s from 1120s or 1065s |
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1099-G - Unemployment |
Tip Income |
Other Income |
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HSA - Health Savings Form |
Contributions to IRAs |
Adoption Expenses |
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Household Employee Wages |
Other Income |
Railroad benefits (1099-R) |
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1098-T - Tuition |
1098-E Student Loan
Interest paid |
Estimated Taxes Paid |
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Jury Duty Income |
Moving Expenses -
Military Only |
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Schedule A (Itemized form) |
1098's - Mortgage Interest |
Mortgage Points |
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Vehicle Tabs / MV Tax |
Gifts by Cash/Card or Check |
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Gifts other than Cash/Card/Check |
Gambling Losses |
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Medical Expenses |
Sales Tax Paid - Car/Trailer etc. |
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Property Taxes |
Mortgage Insurance Premiums |
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Casualty/Theft Losses |
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Schedule B (Interest/Dividends) |
1099-Int - Interest Received |
1099-Div - Dividends |
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Schedule C (Self Employment) |
1099-NEC / Revenue |
Profit Loss Statement |
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Accounting Expense |
Advertising |
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Commissions / Fees |
Contract / Outside Services |
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Depreciable Items |
Interest Paid |
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Legal/Professional Service |
Office Expenses |
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Rents - Office/Machinery/Other |
Repairs/Maintenance |
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Supplies |
Taxes / Licenses |
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Travel Expenses |
Meals 50%/80%/100% |
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Utilities / Waste |
Wages Paid |
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Other Expenses Cell / Internet etc.. |
Auto Expenses / Depreciation |
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Schedule D (Stocks/Shares) |
1099-B - Stock/Share Sales |
Capital Gain / Long Term Losses |
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Schedule E (Rental Income) |
Rental Income / 1099-MISC |
Advertising |
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Auto Expenses |
Cleaning / Maintenance |
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Commissions |
Insurance |
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Legal / Professional Fees |
Management Fees |
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Mortgage Interest Paid |
Repairs/Maintenance |
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Supplies |
Real Estate / Property Taxes |
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Utilities |
Depreciation |
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Other Misc Expenses eg. HOA Dues |
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Schedule F - (Farm Income) |
Car/Truck Expenses |
Chemicals |
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Conservation Expenses |
Custome Hire Work |
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Depreciation |
Feed |
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Fertilizer/Lime |
Freight/Trucking |
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Fuel/Oil |
Insurance |
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Labor Hired |
Land Cleaning Expenses |
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Pensions/Profit Sharing |
Rent/Lease |
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Repairs/Maintenance |
Seeds and Plants |
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Storage/Warehousing |
Supplies |
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Taxes |
Utilities |
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Veterinary/Breeding |
Medicine |
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Schedule H - (W2 / Nanny) |
Credit for State Unemployment
Contributions. |
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Wages paid |
Employer Share of Payroll Taxes |
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C-CORP/S-CORP/ LLC'S |
Advertising |
Janitorial |
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1120/1120-s/1065 |
Accounting |
Legal and Professional |
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Automobile Exp |
Meals |
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Bad Debts |
Office Expense |
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Bank Charges |
Salary / Wages |
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Cell Expenses |
Payroll Processing Fees |
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Commissions / Dues/Subs |
Permits / Fees |
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Education / Training |
Postage / Shipping |
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Equipment Rental/Lease |
Printing |
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Freight |
Rents |
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Fuel |
Security |
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Gifts |
Software |
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Independent Contractors |
Supplies |
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Insurance |
Taxes and Licenses |
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Interest Expense |
Tools |
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Utilities |
Travel |