Brady and Associates, LLC

Serving your financial needs today and tomorrow

Documents needed for Tax Return Preparation          

PERSONAL INFORMATION FOR EACH FAMILY MEMBER:

· Name

· Dates of Birth for you, your spouse and all of your dependents

· Social Security Card (please provide a copy for all new returns)

· Last Year's Tax Return (if new to our practice)

· Valid Driver's License

 

INCOME AND TAX INFORMATION:

· W-2's                                                                                    Interest (1099-INT or substitute)

· Dividend Slips (1099-DIV or substitute)                            Stock Sales (1099-B or Broker Statement)

· Information on sale of a Personal Residence                     Rental Income and Expenses

· Sale of any Business Assets                                                 Gambling or Lottery Winnings

· State Income Tax Refund                                                     Pension Income (1099-R)

· Estimated Taxes Paid                                                          Social Security (SSA-1099) or Railroad Retirement

· Pension, IRA, 401(k),  Retirement Distribution                Unemployment Compensation (Form 1099G)

· Miscellaneous Income (1099-MISC)                                  Farm income and Expenses

· Alimony Received                                                                K-1

 

SELF EMPLOYED INCOME AND TAX INFORMATION:

· Self-Employment Income – Gross Receipts

· Self-Employment Expenses – broken down by category

· Total and business mileage amounts must be provided in writing

· Estimated Tax Payments made during the tax year

 

DEDUCTIONS/ADJUSTMENTS:

· Medical, Dental and Eye Expenses                                     Gambling Losses

· Real Estate or Personal Property Taxes                             Mortgage Interest

· Home Equity Loan Interest                                                Educator Expenses

· Higher Education Expenses                                                Student Loan Interest (1098-E)

· Moving Expenses                                                                 Traditional IRA Contributions

· Charitable Donations of Cash (No deduction without a written receipt)

· Charitable Donations of Property (Name of the Charity, Estimated Value, Date donated, and items donated)

· Alimony Paid (Social Security number of the recipient required)

 

TAX CREDITS:

· Child Care Provider/Address and Employer Identification Number (EIN) or Social Security Number (SSN)

· Adoption Expenses

· Retirement Savings Contributions (if not on W-2)

· Energy efficient improvements