

Williams DUI & Risk Reduction School
# 10100
Williams DUI & Risk Reduction School
# 10100

Things to Bring for Tax Preparation
Things to Bring for Tax Preparation
Things to Bring for Tax Preparation
To ensure the highest quality of tax preparation, we recommend bringing the following information with you to your appointment.
Click here to find the G & R Tax Service, Inc. location nearest you.
PERSONAL DATA
Social Security Cards (including self, spouse & children)
Driver License or ID Card
Child Care Provider: Name, Address, Tax ID# or SSN, & amount paid
Education Expense: 1098 T
Prior Year’s Taxes
Stimulus Rebate Amount
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ADJUSTMENTS
Student loan interest paid
IRA contributions
Early withdrawal penalties
Moving expenses
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EMPLOYMENT & INCOME DATA
W-2 forms for this year
Unemployment compensation: forms 1099-G
Miscellaneous income including rent: form(s) 1099-MISC
Pensions and Annuities: form(s) 1099-R
Social Security Benefits: form(s) SSA 1099
Partnerships & S Corporations: Schedule K-1
State and Local Income Tax Refunds: form(s) 1099-G
Gambling and Lottery winnings: form W-2G
Interest Income: 1099 INT
Dividend Income: 1099 INT
Proceeds from Stocks: 1099-B
Sale of Home Income Loss: 1099-B
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ITEMIZED DEDUCTIONS
Mortgage Interest Statement: form(s) 1098
Real Estate Taxes Paid
Personal Property Taxes: Ad Valorem
Charitable Donations
Church Tithes & Offering
Unreimbursed Job Expenses
Unreimbursed Volunteer Expenses
Unreimbursed Medical Expenses
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SELF-EMPLOYMENT DATA
Business Income: form(s) 1099 MISC and/or own records
Partnership Income: Schedules K-1
Business-related expenses: receipts and other documents
Employment taxes & other estimated business taxes paid for current tax year
Tax ID number or Incorporation papers