- If you are a returning client, please bring in you CD, so we can update it for this year.
- As always bring in ALL your property tax statements from cities, villages or townships. Bring in those paid in 2011 and unpaid but levied in 2011.
- ALL W2s and 1099s, interest statements form banks or credit unions.
- Social Security statements if you receive Social Security
- Total amount paid for out of state purchases, including Internet sales, if tax was not paid
- Mortgage Interest, 2nd home interest, home equity interest
- License plate fees
- Health insurance premiums paid in 2011
- Amount of Cash contributions
- STATEMENTS of Non-Cash contributions
- Amount paid for child care and to whom
- College tuition paid in 2011, 1098T
- Purchase AND selling dates for stock sales
- Social Security cards for new dependents
- Unemployment or Jury duty income
- Jan through December BUSINESS mileage
- Business/Medical/Contribution Mileage
- Unemployment statements
- W-2 G for gambling winnings, and gambling losses
- 1099Rs for pensions, IRAs, Roth IRAs
- Investment Statements-1099B, DIV, Average COST BASIS
- 1099 C and 1099A for Cancellation of Debt & Foreclosure
- Receipts for Energy Updates for your home
Posted in Taxes