It is our responsibility here at Tax Time & Company to help you build a brighter future financially.

Below is a list of some of the documents you may need to have a complete and accurate tax return prepared.  Forms and information can be found on the IRS website at www.irs.gov.   Get started now, by completing the online application, and expect to hear back from a Tax Analyst within 24-48hrs in regards to your refund status!

Click here to get started and fill out the online application:

Personal Information

  • Social Security Numbers (children and spouse)

  • Child care provider’s Name, address and TIN or SSN

  • Alimony (SSN for recipient)

Income Information

  • All W-2’s for income earned

  • 1099-G for Unemployment Benefits

  • 1099-for miscellaneous income

  • 1099-R for pension and annuity income

  • RRB-1099 for Social Security/RR1 benefits

  • 1099-G State and local tax refunds

  • Amount of alimony received

  • Jury duty compensation

  • Prizes and awards

  • Gambling and lottery winnings

  • Scholarships and fellowships

  • Trust Income

Homeowners/Renters Information

  • Addresses for this tax year

  • 1098 for all mortgages interest (1st, 2nd, 3rd, etc.)

  • 1099-S for sale of real estate (including your home)

  • Real estate property taxes paid

  • Rent paid during tax year

  • Moving expenses

Financial Liabilities

  • Auto loans and leases (account numbers and car value) if vehicle used for business

  • Student loan interest paid

  • Early withdrawal penalties on CDs and other time deposits

  • 1099-INT  and 1099-OID for Interest income

  • 1099-DIV for Dividend income

  • 1099-B for proceeds from broker transactions

  • 1099-R for retirement plan distribution

Expenses

  • Charitable gifts (any donation of $250 or more must be verified with a qualified written statement from organization)

  • Unreimbursed expenses related to volunteer work

  • Unreimbursed expenses related your employment  (expenses, subscriptions, travel, uniforms, union dues)

  • Investment expenses

  • Job-search expenses

  • Job-related educational expenses

  • Child care expenses

  • Medical savings accounts

  • Adoption expenses

  • Alimony paid

Self Employment Information

  • 1099-MISC for Business income or own records

  • Self Employed Income

  • Receipts and other documents for business related expenses

  • Receipts and other documents for Farm Related Expenses

  • Payment records and additional business taxes paid or Employment taxes paid

Miscellaneous Tax Documents

  • Cancelled checks, tax vouchers,  or other payment records for local, state an federal income tax paid for current year

  • IRA and other retirement plan contributions, If self-employed, identify if expense was for self or employees

  • Records documenting medical expenses

  • Records documenting any other expenses that may be deductible

  • Records documenting any other revenue received for sale of property that may be taxable or reportable

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