Things to Bring for Tax Preparation

Things to Bring for Tax Preparation

To ensure the highest quality of tax preparation, we recommend bringing the following information with you to your appointment.

Click here to find the L&B Tax Service, Inc. location nearest you.

PERSONAL DATA

 Social Security Cards (including self, spouse & children)
 Driver License or ID Card
 Child Care Provider: Name, Address, Tax ID# or SSN, & amount paid
 Education Expense: 1098 T
 Prior Year’s Taxes
 Stimulus Rebate Amount
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ADJUSTMENTS

 Student loan interest paid
 IRA contributions
 Early withdrawal penalties
 Moving expenses
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EMPLOYMENT & INCOME DATA

 W-2 forms for this year
 Unemployment compensation: forms 1099-G
 Miscellaneous income including rent: form(s) 1099-MISC
 Pensions and Annuities: form(s) 1099-R
 Social Security Benefits: form(s) SSA 1099
 Partnerships & S Corporations: Schedule K-1
 State and Local Income Tax Refunds: form(s) 1099-G
 Gambling and Lottery winnings: form W-2G
 Interest Income: 1099 INT
 Dividend Income: 1099 INT
 Proceeds from Stocks: 1099-B
 Sale of Home Income Loss: 1099-B
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ITEMIZED DEDUCTIONS

 Mortgage Interest Statement: form(s) 1098
 Real Estate Taxes Paid
 Personal Property Taxes: Ad Valorem
 Charitable Donations
 Church Tithes & Offering
 Unreimbursed Job Expenses
 Unreimbursed Volunteer Expenses
 Unreimbursed Medical Expenses
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SELF-EMPLOYMENT DATA

 Business Income: form(s) 1099 MISC and/or own records
 Partnership Income: Schedules K-1
 Business-related expenses: receipts and other documents
 Employment taxes & other estimated business taxes paid for current tax year
 Tax ID number or Incorporation papers
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