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Itemized Deductions
  • 1098 Mortgage Interest Statement
  • ​Real Estate Taxes Paid
  • ​Health Insurance & Medical & Dental Expenses
  • ​Medical Mileage
  • ​Monetary Donations
  • ​Non-Monetary Donations
  • Child Care Expenses (Provider Name, Address, EIN/SSN and amount paid)
  • ​Gambling Losses (Only up to the amount won)
  • ​Balance for Prior Year State or Local Taxes Paid​
  • Estimated Tax Payments
  • ​Unreimbursed Job Expenses [example]: union dues;(uniforms, supplies, seminars, continuing education, publications, travel, etc.)​
  • ​Sale or Purchase of Home
Bailey's Tax & Accounting Services LLC
Deductions/Credits
  • 1098 E – Student Loan Interest Paid
  • ​1098 T – Tuition Statement
  • ​Teachers – Teaching Expenses
  • ​IRA Contributions
  • ​Alimony Paid – Ex-spouse social security number
  • Self-Employed Health Insurance
  • Moving Expenses
Income Information
  • W-2 from all employers
  • ​1099 Misc – Miscellaneous Income
  • 1099 INT – Interest Income
  • ​1099 G – State Refund Statement
  • ​SSA 1099 – Social Security Benefits
  • ​1099 R – Retirement Income
  • ​Unemployment Compensation
  • ​W-2G - Gambling Winnings
  • ​Alimony Received
  • ​1099 C – Cancellation of Debt
  • 1099 Div – Dividends

Here's a summary of what you will need when going to get your taxes prepared.

​Click here for a printable PDF version.

Personal Information
  • ​​Your full name, date of birth and social security number
  • ​Your spouse full name, date of birth and social security number
  • ​Your dependents full names, date of birth and social security number
  • ​Your current address and phone number
  • ​Your email address
  • Last year’s tax return
  • Amount paid for last year’s tax return preparation

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