Washington Squared Financial, LLC
Professional Organizations and Governmental Agencies
Social Security Agency
IRS
News and Information
The Wall Street Journal
CNN Financial News
National Business News
Houston Financial News
World Financial News
Texas Resources
Texas State Tax
Texas Clearinghouse
Tax Deductions Index
Tax Preparation Check List
Personal Data
Picture ID
Last year’s return
Social Security numbers (including spouse and/or other dependents)
Childcare providers: Name, address and Tax ID or Social Security number
Employment and Income
W2 forms for the filing year
Unemployment compensation: Form 1099-G
Miscellaneous income including rent received: Form 1099-MISC
Partnership, S Corporation and Trust income: Schedule K-1
Pensions and Annuities: Form 1099-R
Social Security Benefits: Form SSA-1099
Railroad Retirement Benefits: Form RRB-1099
Alimony received
Jury duty pay
Gambling and lottery winnings
Prizes and awards
State and local income tax refunds: Form 1099-G
Interest income statements: Form 1099-INT and 1099-OID
Dividend income statements: Form 1099-DIV
Proceeds from stock transactions: Form 1099-B
Retirement plan distribution: Form 1099-R
Homeowner/Renter
Residential address
Mortgage interest paid: Form 1098
Second Mortgage interest paid
Home Equity Line/Loan interest paid
Real Estate taxes paid
Moving expenses if related to work Self-employed (SE) information Business income: Form 1099-MISC and/or own records Partnership SE income: Schedule K-1 Business related expenses Farm related expenses Employment taxes and other business taxes paid: Payment records Retirement contributions Expenses Gifts to charity including records for all cash donations Unreimbursed expenses related to your job (e.g. uniforms, union dues, travel expenses and subscriptions) Unreimbursed expenses related to volunteer work Job seeking expenses Continuing education (job-related) Investment expenses Medical savings accounts Adoption and/or childcare expenses Alimony paid: Social Security number Tax return preparation fees and expenses IRA/Keogh/401k and other retirement plan contributions Medical expenses: full documentation is required Casualty or theft loss: full records are required Student loan interest paid Auto loans and leases if the car is used for business (you will need to prove usage)
Early withdrawal penalties on CDs and other time deposits
Resources courtesy of:
W2 Financial, LLC
15168 Bellaire Blvd.
Houston, TX 77083
(281) 933-MYW2
FAX (281) 933-6993
info@myw2site.com