TEL: 305.643.3323
What To Bring
Personal Information
Dependent(s) Information
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Your social security number or tax ID number
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Your spouse’s full name and social security number or tax ID number
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Dates of birth and social security numbers or tax ID numbers
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Childcare records (including the provider’s tax ID number) if applicable
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Income of other adults in your home
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Form 8332 showing that the child’s custodial parent is releasing their right to claim a child to you, the noncustodial parent (if applicable)
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Sources of Income
XXX - XX - XXXX​
Employed
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Forms W-2
Unemployed
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Unemployment, state tax refund (1099-G)
Self-Employed
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Forms 1099, Schedules K-1, income records to verify amounts not reported on 1099s
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Records of all expenses — check registers or credit card statements, and receipts
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Business-use asset information (cost, date placed in service, etc.) for depreciation
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Office in-home information, if applicable
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Record of estimated tax payments made (Form 1040–ES)
Rental Income
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Records of income and expenses
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Rental asset information (cost, date placed in service, etc.) for depreciation
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Record of estimated tax payments made (Form 1040–ES)
Retirement Income
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Pension/IRA/annuity income (1099-R)
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Social security/RRB income (1099-SSA, RRB-1099)
Saving & Investments or Dividends
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Interest, dividend income (1099-INT, 1099-OID, 1099-DIV)
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Income from sales of stock or other property (1099-B, 1099-S)
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Dates of acquisition and records of your cost or other basis in property you sold (if basis is not reported on 1099-B)
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Health Savings Account and long-term care reimbursements (1099-SA or 1099-LTC)
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Record of estimated tax payments made (Form 1040–ES)
Other Income & Losses
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Gambling income (W-2G or records showing income, as well as expense records)
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Jury duty records
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Hobby income and expenses
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Prizes and awards
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Trusts
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Royalty Income 1099–Misc.
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Any other 1099s received
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Record of alimony paid/received with ex-spouse’s name and SSN