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Tax Data

We need the following data at least two weeks before your scheduled Tax Preparation meeting so we have adequate time to prepare your returns. Click here to see how to send your data to us and for other important information about filing season.

Earned Income

Income earned from working

Documentation for income you receive from your job, business, or retirement. Any income you earned because you work now or you have worked in the past. This documentation includes:

  • W-2's (employee income)
  • 1099-MISC and 1099-NEC (miscellaneous and non-employee income)
  • Profit and Loss Reports (records from a personal business)
  • SSA-1099 (income from Social Security)
  • 1099-R (retirement income)

Investment Income

Income your money makes

Receipts or documentation for income received from investments. This would include:

  • 1099-B (sales of stock or mutual funds)
  • 1099-DIV (dividends from stocks or mutual funds)
  • 1099-INT (interest from bank accounts)
  • K-1 (profits/losses from partnerships, estates, etc)


Deductions from Taxable Income

All receipts or documentation for tax deductions or credits. This includes:

  • 1098 (home mortgage interest)
  • Property taxes paid (this might be your 1098 or you can find out from the county auditor or treasurer)
  • Charitable donations (remember to get receipts for both cash donations and for donations of goods)
  • Education expenses (this includes school expenses for you, your spouse, and your children)
  • Medical expenses (any out-of-pocket medical expenses)
  • Teaching expenses (out-of-pocket expenses for K-12 teachers)
  • Anything else you think may be deductible

Special Circumstances

Other income or deductions

All receipts, documentation, and explanations of tax items that don't fit anywhere else, or whatever you have so much of that it needs a pocket of its own. This might include:

  • 1099-S (from sale of your home)
  • Miscellaneous income (such as jury duty pay)
  • List of charitable contributions or business expenses (remember you need to keep the receipts, but a list is generally all that is needed for tax filing purposes, not the receipts themselves)


Information that "looks tax-related"

Forms or data that don't fit anywhere else but seem important and look like they might have something to do with taxes.