What Do I Need to Get My Taxes Done ?
Having the right information at hand is half the battle when doing your taxes. Whether you're completing your taxes in our office or using Memphis Tax website, we're here to take the hassle out of figuring out what you need.
*Driver's License / State issued ID
*Social Security Card
*W-2, 1099, or any other important forms
*Dependent's Social Security Card/s
For additional info check out the tax preparation checklist and bring in any forms that apply to you.
*Please note, Adobe® Reader® is required to view this checklist.
Download a copy of this free software here.
You may also require:
* Last Year's Federal and State Tax Returns
* Pension or Retirement Income
* Interest and Dividend Income
* State Income Tax Refund Amoun
* Social Security Income
* Unemployment Income
* Commissions Received/Paid
* Sales of Stocks or Bonds
* Self-Employed Business Income & Expenses
* Income and Expenses from Rentals
* Lottery or Gambling Winnings/ Losses
* Income from Partnerships, S Corporations, Trusts, and Estates
* IRA Contributions
* Alimony Paid or Received
* Child Care Expenses and Provider Information
* Medical, Eye Care, and Dental Expenses
* Cash and Noncash Charitable Donations
* Record of Purchase or Sale of Residence
* Mortgage or Home Equity Loan Interest Paid
* Real Estate and Personal Property Taxes Paid
* State or Local Sales Taxes Paid
* Un-reimbursed Employment-Related Expenses
* Job-Related Educational Expenses
* Tuition and Education Fees
* Student Loan Interest
* Casualty or Theft Losses
* Estimated Taxes
* Foreign Taxes Paid
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