Form 1040 Tax Return

 

What to Bring With You

� Prior year, 2006 Tax Return in your tax folder with attachments

� Copies of all W-2's

� Date paid and amount of your Estimated Tax Payments.

� Copies of all 1099-R (Retirement Plan) and/or SSA-1099 (Social Security)

� Copies of all 1099's (Interest, Dividends, Brokerage accounts)

� Copies of all K-1's from Partnerships, S-Corp's and Trusts

� Copies of all 1098's (Mortgage Interest & Home Improvement Loan Interest)

� List of all charitable deductions, both cash and non-cash (including car miles)

� Medical expenses, only if these exceed 7.5% of your total income

� Property taxes paid (i.e. on your home, second home, land, or vacation property)

� Un-reimbursed employee business & investment expense, only if these exceed 2% of your ������ total income and you are able to itemize (e.g. you own a house).

� If you are self-employed or otherwise claiming business use of car, then total miles and �� ������ business miles driven during 2007 are needed as well as Car Cost/Loan Interest.

� If you are self-employed, health insurance premiums paid (100% deductible)

� If you are self-employed, bring your QuickBooks or Quicken file on disk

� On stock & bond sales, you need purchase date and cost data

� Rental property income collected and expenses paid

� If you have young children, amount paid to Day Care and EIN# of provider(s)

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