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