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Each tax situation is specific to the individual; therefore, this list is not all inclusive. It is a general list of items to bring to your tax preparer and not personalized for you and your tax situation. It is just a helpful start in the tax preparation process. Always consult with a tax professional for specific questions and required documentation. 

  • Social Security Numbers (spouse and dependents)
  • Last year’s Federal and State tax returns

INCOME

  • W-2’s
    • W2 (Wages)
    • W-2G (Gambling & Lottery Winnings)
  • 1099’s
    • 1099-INT (interest)
    • 1099-DIV (dividends)
    • 1099-B (proceeds from broker)
    • 1099-OID (original issue discount)
    • 1099-G (certain government payments - unemployment compensation, state and local income tax refunds)
    • 1099-R (distributions from pensions, annuities, retirement or profit sharing plans, IRA, insurance contracts)
    • SSA-1099 (Social Security Benefits)
    • 1099-MISC (miscellaneous income, prizes and awards)
  • Schedule K-1 - Partnership Income (Form 1065), S Corp Income (Form 1120S), Trust or Estate  Income (Form 1041)
  • Alimony received
  • Jury Duty pay received

DEDUCTIONS AND CREDITS

  • Health Savings Account information
  • Moving expenses
  • Early withdrawal penalties
  • Alimony paid
  • IRA, SEP, SIMPLE, Roth IRA contributions (Form 5498)
  • Child care expenses and provider information including tax ID number and address
  • Adoption expenses
  • Energy credit expenses

TAXES PAID

  • State and local taxes paid
  • Foreign taxes paid
  • Estimated taxes paid

HOME AND RENTAL PROPERTY INFORMATION

  • Mortgage interest and points, home equity loan interest (Form 1098)
  • Real Estate taxes paid
  • Home purchase and home improvement information
  • Home sale (1099-S)
  • Rental property income and expenses

SELF-EMPLOYED AND BUSINESS INFORMATION

  • Business income and expenses
  • Vehicle mileage logs
  • Receipts for business assets purchased

STUDENT INFORMATION

  • Tuition and education fees (1098-T)
  • Student loan information (1098-E)
  • Grants, scholarship, and fellowship information

MISCELLANEOUS EXPENSES

  • Medical expenses including mileage logs
  • Vehicle registration fees paid
  • Charitable donation receipts
  • Casualty or theft losses
  • Unreimbursed employee  expenses
  • Job hunting expenses
  • Tax preparation fees
  • Investment expenses

 

For further information, please refer to the following IRS websites for advice:

  • IRS link for free filing

http://www.irs.gov/uac/Free-File:-Do-Your-Federal-Taxes-for-Free°

  • Link to Taxpayer Advocate Service, an independent organization within the IRS, on choosing a tax preparer.

http://www.taxpayeradvocate.irs.gov/Individuals/Choosing-A-Tax-Preparer#TOP°

  • IRS link on recordkeeping requirements.

http://www.irs.gov/publications/p552/ar02.html#en_US_publink10008576°

  • IRS link on how to obtain a copy of your tax returns.

http://www.irs.gov/uac/How-to-Get-Your-Prior-Year-Tax-Information-from-the-IRS-°

 

For any missing tax documents you may need from Lake Trust, call our Member Contact Center at 888.267.7200.

We’re here to help.

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