Return to Tax Services for Individuals

Tax Preparation

In order to avoid multiple delays, please gather the following information prior to tax preparations to mail or bring to D & S Services:

Personal Data
– Social Security Numbers (including spouse and children)
– Child care provider: Name, address and tax I.D. or Social Security Number
– Alimony paid: Social Security Number

Employment & Income Data
– W-2 forms for this year
– Unemployment compensation: Forms 1099-G
– Miscellaneous income including rent: Forms 1099-MISC
– Partnership, S Corporation, & trust income: Schedules K-1
– Pensions and annuities: Forms 1099-R
– Social Security/RR1 benefits: Forms RRB-1099
– Alimony received – Jury duty pay
– Gambling and lottery winnings
– Prizes and awards
– Scholarships and fellowships
– State and local income tax refunds: Form 1099-G

Homeowner/Renter Data
– Residential address(es) for this year
– Mortgage interest: Form 1098
– Sale of your home or other real estate: Form 1099-S
– Second mortgage interest paid
– Real estate taxes paid
– Rent paid during tax year
– Moving expenses

Financial Assets
– Interest income statements: Form 1099-INT & 1099-OID
– Dividend income statements: Form 1099-DIV
– Proceeds from broker transactions: Form 1099-B
– Retirement plan distribution: Form 1099-R

Financial Liabilities
– Auto loans and leases (account numbers and car value) if vehicle used for business
– Student loan interest paid
– Early withdrawal penalties on CDs and other time deposits Automobiles
– Personal property tax information

– Gifts to charity (qualified written statement from charity for any single donations of $250 or more)- Un-reimbursed expenses related to volunteer work
– UN-reimbursed expenses related to your job (travel expenses, uniforms, union dues, subscriptions)
– Investment expenses
– Job-hunting expenses
– Job-related education expenses
– Child care expenses
– Medical Savings Accounts
– Adoption expenses
– Alimony paid
– Tax return preparation expenses and fees

Self-employment Data
– Business income: Forms 1099- MISC and/or own records
– Partnership SE income: Schedules K-1
– Business-related expenses: Receipts, other documents & own records
– Farm-related expenses: Receipts, other documents & own records
– Employment taxes & other business taxes paid for current year: Payment records

Miscellaneous Tax Documents
– Federal, state & local estimated income tax paid for current year: Estimated tax vouchers,
– canceled checks & other payment records
– IRA, Keogh and other retirement plan contributions: If self-employed, identify as for self or employees
– Records to document medical expenses
– Records to document casualty or theft losses
– Records for any other expenditures that may be deductible
– Records for any other revenue or sales of property that may be taxable or reportable