DOCUMENTS NEED TO BRING:

Here is the list of documents need to bring to file and process the tax return, please bring
those which are applicable for you and spouse (if married)

INCOME:

- W2: Salaries and wages: All W2 issued by your employer to you and spouse

- 1099 INT or 1099 DIV : Interest / Dividend Income:

Accounts in the USA: Form 1099INT and form 1099DIV

Foreign Accounts: Taxpayers who having aggregate value of all foreign
accounts is $10,000 or more at any time during the year, must have to report
the interest or dividend income in schedule B and later also have to file form
“TD F 90-22.1 as disclosure requirement.

- Alimony received: Amount of alimony received, if any

- 1099MISC: Business Income: Form 1099MISC or if a self employed make sure
bring a list of income received and list of all the relevant expenses incurred and
paid to perform that business - please refer schedule C questioner

- 1099 Brokers: Stock Detail: Capital Gains/(Loss) on sale of Stocks/options, real
estate, sale of business property, bad debts and other capital assets.
- 1099R – IRA or 401k distribution and pension or annuities receipts

- Schedule K/K-1 and 1099MISC: for profit or (loss) from S corporation/
Partnership and for rent or royalty income received.

- 1099G : Unemployment compensation & for taxable refunds, received from states

- 1099 SA : Social security benefits

- Other Income: Gambling or lottery winnings W2G, awards/prizes, other income
Adjustments/Deductions :

- 8889 HSA – Health saving account deduction

- Alimony Paid – Need the recipient name & SSN

- 1098E – Student loan interest – mostly received if paid more than $600.

- 1098T – Tuition fee paid for higher education

- Foreign Tax Credit – Need proper evidence for taxes paid in foreign country for
the same income taxed in the USA

- Dependent Care expenses – Must bring day care name, address & tax ID info
You can claim this only if both taxpayer working or one of them is a student.

- 1098 – Mortgage interest paid, PMI paid, Real estate taxes paid or confirmation
letter from bank or private lender for receipt of mortgage interest over the year.

- HUD-1 statement for claiming points or first time home buyer credit

Questioner :
All taxpayers must have to fill out basic information questioner and following if :

- Claiming itemized deductions : Schedule A questioner

- Have business or self-employed income – 1099MISC – Schedule C questioner

- Have rental Income – received or not 1099MISC - Schedule E questioner
Signatures required:

All taxpayer (s) must have to sign relevant questioner, disclosure statement & form 8879.