What Documents Do I Need To Accurately Prepare My Tax Return?

• Identification (State ID, Driver's License, or Passport)

• Social Security Card(s) or ITIN for all New Spouses or Dependents

• Dependents' Full Name, Date of Birth, and Social Security Cards for all new dependents

• Dependents Proof of Address Matching Your Address to Claim Earned Income & Child Tax Credits

• Bank Routing & Account Number (Copy & Paste, Voided Check, Deposit Slip)

• A COPY of LAST YEAR'S Tax Return, if you are a new customer
  Income Documents:

• ALL W2(s)

• College Expenses (1098-T)

• 1099-MISC (Miscellaneous Income | Independent Contractor)

• 1099-G (Unemployment Benefits or State Refund)

• 1099-INT (Interest)

• 1099-DIV (Dividend)

• 1099-B (Broker Statement)

• 1099-R (IRA or 401K DISTRIBUTION | Pension Income)

• 1099-SSA or RRB (Social Security or Railroad Retirement)

• W2-G Gambling or Lottery Wins

Other Income Documents:

• All Receipts

• Educator Expenses

• Self-Employment Income & Expenses

• Rental Income & Expenses

• Sale of Personal Residence

• Sale of any Business Assets

• Estimated Taxes Paid

ITEMIZED DEDUCTIONS: 

• College Interest (1098-E)

• Employee Business Expenses

• Mortgage Interest (1098)

• Medical Expenses

• Charitable Contributions

• Real Estate or Personal Property Taxes

• Gambling Losses

• Moving Expenses (Military Only)

• Traditional IRA Contributions

• Ask About Other Expenses

 IF NEW CUSTOMER:

• Employer Identification Number (EIN) letter if never filed with LTP

• Articles of Organization (LLC)) Approval is never filed with LTP

RETURNING & NEW CUSTOMER, PROVIDE AT LEAST 2:

• Any 1099 NEC, MISC, or 1099K (If Applicable)

• Any Summary or Receipt of Income

• Any Expenses Receipt

• Business Bank Statement for the Year
  
  

Expenses:

• Any ADVERTISING Cost

• ANY CAR & TRUCK EXPENSES, such as Mileage Log

• REPAIRS OF ANY KIND Cost

• BUSINESS USE OF HOME

• ANY BUSINESS LICENSE COST

• ANY BUSINESS-RELATED CLASSES

• UTILITIES

• INSURANCE

• MEALS, TRAVEL, ENTERTAINMENT

• COMMISSION, FEES, MEMBERSHIPS

• CONTRACT LABOR

• EMPLOYEE BENEFITS PROGRAM

• INTEREST ON LOANS

• SUPPLIES

• INVENTORY OR COST OF GOODS SOLD

• ETC.