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Materials Needed to Prepare a Tax Return and Efile
Please gather the following materials and information prior to starting your return.
Having these materials on hand will assist you in entering the correct and complete amount of
information necessary to correctly preparer and complete your tax return online.
General Information
- Social Security Numbers for you and your spouse
- Dependents Names, Year of Birth and Social Security Numbers
- Dependents post high school Educational Expenses
- Your filing status and prior year Adjusted Gross Income ( AGI )
Income Information
- Form W-2's for Wages, Salaries and Tips
- Interest Income Statements: Forms 1099-Int & 1099-OID
- Dividend Income Statements: Form 1099-DIV
- State Tax Refunds: Form 1099-G
- Alimony Received
- Business Income and Expenses
- Income from sales and cost basis: Form 1099-B
- Retirement Income: Form 1099-R
- Social Security Income: Form 1099-G
- Unemployment Compensation Received: Form 1099-G
- Rents Received or Other Income
- Partnership, S Corporation & Trust Income: Schedule K-1
- Social Security: Form SSA-1099
- Railroad Retirement Income Form RRB-1099
- Miscellaneous Income: Form 1099-Misc
- Gambling Income: Form W2G
Adjustments
- IRA Contributions
- Student Loan Interest Paid
- Moving Expenses
- Alimony Paid: need receiptant Social Security Number
Deduction Expenses
- Medical Expenses for the Family
- Medical Insurance Premiums Paid
- Prescriptions Medicine and Drugs
- Doctor and Dentist Payments
- Hospital and Nurse Payments
- Miles traveled for Medical Purposes
- Home Mortgage Interest - Form 1098
- Home Second Mortgage Interest Paid
- Real Estate Taxes Paid
- State Taxes paid with last year's return (if you itemized)
- Personal Property Taxes Paid
- Cash Contributions to Charities (Receipts if over $250)
- Fair Market Value of noncash Contributions to Charity
- Unreimbursed expenses related to volunteer work
- Miles traveled for volunteer purposes
- Casualty and Theft Losses
- Amount paid to Professional Tax Preparer Last Year
- Unreimbursed expenses related to your job
- Union and Professional Dues
- Investment Expenses
- Job-hunting expenses
- Miles traveled for business purposes
Credits
- Child Care Expenses for each dependent
- Child Care Provider Address, ID Number and amounts paid for Each Dependent
- Dependents Higher Education from Form 1098T
- Adoption Expense Information
- Foreign Taxes Paid
- Retiremet Savings Contributions
- Educational Expenses for you and your spouse
Payments
- Estimated Payments made with ES Vouchers
- Last years return overpayment applied to this year
- Off Highway fuel taxes paid
2011 efiling will begin
Tuesday January 17, 2012
Today is
and you have
U S Central Standard Time
to
and
efile and print your
2011 tax return
with the IRS and your State
before the 2011 e-file deadline midnight
Tuesday
April 17 , 2012
efiling with the IRS before this date to avoid
2011 failure to file penalities.
Monday, April 16, 2012 is Emancipation Day in the District of Columbia.
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