What to bring to your appointment

NEW CLIENTS

A copy of last years Federal and State tax returns (very important)

A voided or canceled check for direct deposit

 
INCOME ITEMS
Form W-2s, Wage Statements

Form 1099, Interest and Dividend Statements

Form 1099-R, Pension and IRA Statements

Unemployment Compensation

Sale of Stock Information, Sales Price, Purchase Price, and Date bought/sold

Social Security Statements

Business Income and Expenses

Rental Income and Expenses

Gambling Winnings

 

DEDUCTION ITEMS
YOUR HOME

Mortgage interest

Real estate taxes

Points paid by you on a new home loan

Points paid by the seller on your behalf (new home purchase)

Points paid on refinancing

Home office expenses (send me a quick email if you think you qualify…we’ll discuss)

Home improvements done for medical reasons (to extent the home’s value isn’t increased)

Costs of moving to a new home, if your move is job-related and meets qualifications

Settlement Statement on the purchase of your new home

Settlement Statements on the sale of old home (and the purchase of the old home if possible)

 

YOUR WORK (many of these deductions have been eliminated in 2018)

Union and professional dues

Continuing professional education expenses

Job-related education expenses

Job hunting, travel, and phone expenses

Job counseling fees

Employment agency fees

Resume preparation costs

Small tools used in your job

Uniforms or special work clothing

Child care costs while you work, seek work, or attend classes

Unreimbursed employee business expenses such as business travel, business meals, and business entertainment

 

YOUR INVESTMENTS

Statements from mutual funds or stock accounts

Fees for investment advice

Subscriptions for investment-related publications

Travel to manage investment property

Loss for worthless investments

Suspended passive losses

Interest expense (limited)

Penalty for early withdrawal of savings

IRA trustee fees, if billed and paid separately

Amortization of premiums on taxable bonds

 

YOUR FAMILY

Child and disabled-dependent care costs

Alimony paid

Additional standard deduction if blind or over age 65

Special schools for a handicapped child

Cost of tuition for a dependent child

Interest paid on student loans

 

MEDICAL EXPENSES (excess of 10% of income is deductible in most cases)

Health insurance premiums

Unreimbursed healthcare expenses

Auto mileage to obtain medical care

Lodging on trips for medical care

Eyeglasses, contact lenses, and lens insurance

Chiropractic treatments

Extra cost of Braille publications

False teeth, hearing aids

Braces, crutches, wheelchairs, and similar devices

Drug or alcohol abuse treatment

Medical expenses of a parent for whom you provide over 50% support

Cost of nursing home where medical treatment is principal reason for stay

 

CHARITABLE GIVING

Cash contributions

Fair market value of property contributed

Actual expense of mileage rate for driving in charitable work

Out-of-pocket expenses for charitable work (no deduction for your services)

 

ADDITIONAL EXPENSES

Fees for prior year tax planning and preparation

Personal property taxes

Casualty and theft losses, within limits

State and local income taxes

Gambling losses to extent of winnings