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332 Sawtell Avenue - Atlanta, GA 30315
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Tax Preparation List
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Open weekdays 6-11 pm
Saturdays & Sundays 6 pm-12 am
Personal Information
Your social security number or tax ID number
Your spouse's full name and social security number or tax ID number
Amount of any alimony paid and ex-spouse's full name and social security number
Your tax returns for the previous three years. Your Tax Professional can check them for accuracy
Information About Other People Who May Belong on Your Return
Dates of birth and social security numbers or tax ID numbers
Childcare records (including the provider's tax ID number) if applicable
Income of other adults in your home
Form 8332 showing that the child’s custodial parent is releasing their right to claim a child to you, the noncustodial parent (if applicable)
Education Payments
Forms 1098-T from educational institutions
Receipts that itemize qualified educational expenses
Records of any scholarships or fellowships you received
Form1098-E if you paid student loan interest
Personal Information
Your social security number or tax ID number
Your spouse's full name and social security number or tax ID number
Amount of any alimony paid and ex-spouse's full name and social security number
Your tax returns for the previous three years. Your Tax Professional can check them for accuracy
Information About Other People Who May Belong on Your Return
Dates of birth and social security numbers or tax ID numbers
Childcare records (including the provider's tax ID number) if applicable
Income of other adults in your home
Form 8332 showing that the child’s custodial parent is releasing their right to claim a child to you, the noncustodial parent (if applicable)
Education Payments
Forms 1098-T from educational institutions
Receipts that itemize qualified educational expenses
Records of any scholarships or fellowships you received
Form1098-E if you paid student loan interest
Rental Property Income
Records of income and expenses
Rental asset information (cost, date placed in service, etc.) for depreciation
Retirement Income and Contributions
Pension/IRA/annuity income (1099-R)
Social security/RRB income (1099-SSA, RRB-1099)
Form 5498 showing IRA contributions
Traditional IRA basis (i.e. amounts you contributed to the IRA that were already taxed)
Savings and Investments
Interest, dividend income (1099-INT, 1099-OID, 1099-DIV)
Income from sales of stock or other property (1099-B, 1099-S)
Dates of acquisition and records of your cost or other basis in property you sold (if basis is not reported on 1099-B)
Other Income
Unemployment, state tax refund (1099-G)
Gambling income (W-2G or records showing income, as well as expense records)
Amount of any alimony received
Health Savings Account and long-term care reimbursements (1099-SA or 1099-LTC)
Jury duty records
Hobby income and expenses
Prizes and awards
Other 1099
Affordable Care Act
Form 1095-A if you enrolled in an insurance plan through the Marketplace (Exchange)
Form 1095-B and/or 1095-C if you had insurance coverage through any other source (i.e . an employer, insurance company, government health plan such as Medicare, Medicaid, CHIP, TRICARE, VA, etc.)
Marketplace exemption certificate (ECN) if you applied for and received an exemption from the Marketplace (Exchange)
Other Deductions and Credits
Receipts for classroom expenses (for educators in grades K-12)
Form 5498-SA showing HSA contributions
All other 5498 series forms (5498-QA, 5498-ESA)
Record of moving expenses not reimbursed by employer
Forms 1098 or other mortgage interest statements
All other 1098 series forms
Amount of state/local income tax paid (other than wage withholding), or amount of state and local sales tax paid
Real estate and personal property tax records
Invoice showing amount of vehicle sales tax paid
Cash amounts donated to houses of worship, schools, other charitable organizations
Records of non-cash charitable donations
Amounts paid for healthcare insurance and to doctors, dentists, hospitals
Amounts of miles driven for charitable or medical purposes
Expenses related to your investments
Amount paid for preparation of last year’s tax return
Employment-related expenses (dues, publications, tools, uniform cost and cleaning, travel)
Job-hunting expenses
Receipts for energy-saving home improvements
Record of estimated tax payments made
If you were affected by a federally declared disaster
City/county you lived/worked/had property in
Records to support property losses (appraisal, clean up costs, etc.)
Records of rebuilding/repair costs
Insurance reimbursements/claims to be paid
FEMA assistance information
Check FEMA site to see if my county has been declared a federal disaster area
XPRESS TAXES ® Copyright Website Design by NMP Information Services
