CHECKLIST

 

Personal Information for each Family Member

  • Name

  • Date of Birth

  • Social Security Number or ITIN/ATIN

  • Spouse's full name and Social security number

  • Last year's tax Return

  • Amount of any alimony paid and ex-spouse social security number

Income & Unearned Income

  • Wages and salaries Form W-2's

  • IRA distributions Form 1099-R

  • Interest  income Form 1099-INT

  • Dividend Income Form 1099-DIV

  • Unemployment compensation Form 1099-G

  • Social security benefits Form SSA-1099

  • Capital gain distributions Form 1099-DIV

  • Taxable state Form 1099-G

  • Sales of stocks Form 1099-B

      
  • State Income Tax Refund 1099-G
  • Stock Sales 1099-B or Broker Statement
  • Sale of a Personal Residence
  • Miscellaneous Income 1099-NEC
  • Rental Income and Expenses
  • Gambling or Lottery Winnings W-2G
  • Pension/IRA/annuity Income 1099-R
  • Social Security Income 1099s
  • IRA or 401-k Distribution 1099-R
  • Unemployment 1099-G

Adjustments & Deductions

  • Medical Expenses
  • Real Estate or Personal Property Taxes
  • Mortgage Interests
  • Student Loan Interest
  • Charitable Contributions
  • Employee Business - Expenses
  • Gambling Losses
  • Traditional IRA Contributions
  • Higher Education Expenses

Credits

  • Child Care Provider/Address and Social Security Number (SSN)
  • Child Adoption Expenses
  • Retirement Savings and Contributions

Education Payments:

  • Forms 1098-T and 1098-E

Rental Income:

  • Records of Income and Expenses
  • Rental asset information (date placed in service, cost,etc) for depreciation

Contact:

Start Star Income Tax - Professionals are available for your tax needs 7 days of the weeks.

From 9:00am to 8:00pm.  Call: Ph: 214-994-9490 . for more Information.