 What To Bring With You
Print out the following checklist before you come to see us:
To ensure that we have everything we need to process your tax return quickly, make sure that you bring EVERYTHING THAT APPLIES to your situation.
Here's the short, less complicated tax return list:
- IRS Rebate Letter sent to all taxpayers during summer of 2001
- Drivers license and SS cards for taxpayer and spouse
- Social Security cards and dates of birth for all dependents as well as taxpayer and spouse
- W-2's
- Prior year tax return
- Forms 1099-Misc. Independent Contractor income
Please review the rest of this list to see if anything applies to your tax situation:
- All 1099-INT, 1099-DIV, 1099-B, 1099-PATR statements
- Unemployment compensation Form 1098-G (this may vary by state) Bring in whatever form the state uses to report unemployment compensation benefits.
- SS-5 Social Security Benefits Statement
- Mortgage interest statement
- Real Estate Tax and Personal Property Tax Statements
- Income and Expenses from a business you own
- Basis of stocks sold
- Form 8832 or Divorce decree for noncustodial parent claiming a dependent child
- Schedule K-1 from partnership, s-corporation, or a trust
- Rent income and expenses for rental units
- Nonresident Aliens need to bring in their Visa and Passport and any work authorization documentation
- Estimated tax payment amounts
- Alimony paid and received
- 1099-R - Pension and Annuity income
- If part-year Virginia resident need the dates you moved into the state and the dates in other states if we are goin to prepare the other state returns.
- Royalty amounts
- Housing allowance amounts for ministers
- Stock Appreciation Rights (stock options)
- Medical, business, and charitable mileage
- Any form that says "Do not throw away, Tax Document"
 Click here to go on to Step 3.
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