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Filing a 1040 Tax Form

 FILING YOUR TAX RETURN

What Information Do You Need To Bring?

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Filing a Return?: News

PERSONAL INFORMATION

Your Social Security Number (SSN) or Tax ID Number for you and your spouse.

DEPENDENT INFORMATION

  • Social Security Number (SSN) and Date of Birth (DOB) of your children.

  • Childcare records if applicable.

  • Child custody 8332 Form if applicable.

  • Any other adult in the home's income.

INCOME SOURCES

  • Employed: W-2

  • Self-employed: 1099, record of all business expenses, home office information, Form 1040-ES

  • Rental Property Income: Records of income and expenses, asset information, Form 1040-ES

  • Retirement Income: Pension/IRA/Annuity income

  • Form 1099-R, Traditional IRA basis, SS/RRB income.

  • Saving & Investments or Dividends: Interest, dividend income 1099-INT, 1099-OID,1099-DIV

  • Other Income & Losses: Gambling Income, Jury Duty, Hobby Income, Trust, Royalties, records of alimony.

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DEDUCTIONS

  • Home Ownership

  • Charitable Donations

  • Medical Expenses

  • Health Insurance

  • Childcare Expenses

  • K-12 Education Expenses

  • Retirement and other savings

  • FEMA - Declared Disaster

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