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What DO I NEED TO PROVIDE to file taxes?

#1: IDENtiFICATION DOCUMENTS

STATE I.D. / Passport

Social Security Number/Card

Social Security Number/Card

Valid State Driver's License(s) or Passport(s) accepted.

Social Security Number/Card

Social Security Number/Card

Social Security Number/Card

Bring copies of social security cards for all taxpayers and dependents listed on the return.

Birth Dates/Certificates

Social Security Number/Card

Bank Account / Routing Number

We will need these dates for spouses and dependents, too.

Bank Account / Routing Number

Copy of Last Year's Tax Return

Bank Account / Routing Number

Receive refunds faster via direct deposit or make payments with direct debits

Copy of Last Year's Tax Return

Copy of Last Year's Tax Return

Copy of Last Year's Tax Return

For referencing purposes - NEW CLIENTS ONLY!

#2: Income Documents

SOURCES OF INCOME

Did you receive any of following types of income?

EMPLOYMENT INCOME

  • W-2's: Income you've received as an employee

RETIREMENT INCOME

  • Form 1099-R for pension/IRA/annuity distributions (including Roth conversions)
  • Form SSA-1099 for Social Security Benefits
  • Form RRB-1099(-R) for independent retirement program contributions administered by the RRB (Railroad Retirement Board)

UNEMPLOYMENT INCOME

  •  Form 1099-G for unemployment benefits (For this form you will have to go online to your nystax.gov account and download the pdf, they will NOT mail you a copy of this form)

INVESTMENTS/SAVINGS/DIVIDENDS

  • Form 1099-INT for interest income from your bank
  • Form 1099-OID for Original Issue Discount income
  • Form 1099-DIV for dividend income 
  • Form 1099-B for proceeds from broker and barter exchange transactions
  • Form 1099-SA for distributions made from a HSA/MSA account
  • Form 1099-LTC for Long-term care benefits, including accelerated death benefits
  • Form 1099-S for proceeds from the sale or exchange of real estate
  • Form 1099-MISC for royalty income

SELF-EMPLOYMENT INCOME

  • Form 1099-K: income from a payment card or third-party network transactions
  • Form 1099-NEC: Non-employee compensation
  • Form 1099-MISC: Miscellaneous income received
  • Any other income not reported on forms 1099
  • Records of all expenses including check registers, credit card or bank statements, and receipts
  • Any business use asset information including the cost and date placed in service
  • Home Office information including the square footage of your office and your house

OTHER SOURCES OF INCOME

  • Form 1098-T for scholarship/fellowship awards
  • Form W-2G for gambling winnings/losses
  • Form K-1 for interest in a partnership, S-corporation, or as a beneficiary on an estate or trust
  • Income/Loss from real estate property if not reported on Form 1099-S
  • Alimony paid/received
  • Jury Duty records
  • 1099-C for cancelation of debt

If you aren't sure what documents would apply to you, please give our office a call: 607-634-4378

#3: TAX DEDUCTIONS

TYPES OF DEDUCTIONS

Browse from the following types of deductions that may be allowable, if applicable.

HOMEOWNERS

  • Form 1098 for mortgage interest paid
  • Real estate property tax receipts
  • Receipts for any energy-saving home improvements 

EDUCATION EXPENSES

  • Form 1098-T for educational tuition costs
  • Receipts for any qualified educational expenses
  • Form 1098-E for any student loan interest paid

RETIREMENT & OTHER SAVINGS

  • Form 5498-SA for any HSA contributions
  • Form 5498 for any IRA contributions
  • Form 5498-ESA for any Coverdell ESA contributions

CHARITABLE CONTRIBUTIONS

  • Any receipts for donations to any qualified charitable organization
  • Records of non-cash charitable donations
  • Records of miles driven for charitable purposes

OUT-OF-POCKET MEDICAL EXPENSES

  • Any amounts paid for healthcare, insurance, and to doctors, dentists, and hospitals
  • Records of miles driven for medical purposes

CHILDCARE EXPENSES

  • Fees paid to a licensed daycare center for the care of an infant or preschooler
  • Expenses paid through a dependent care flexible spending account at work

HEALTH INSURANCE

  • Form 1095-A if you’re enrolled in an insurance plan through the Marketplace or Exchange
  • Form 1095-B if you’re covered by minimum essential health coverage
  • Form 1095-C if you’re enrolled in an employer-provided health insurance plan

TEACHERS (K-12)

  • Any receipts for out-of-pocket classroom expenses

OTHER

  •  Form 1040-ES for any estimated tax payments you made
  • Any invoices showing vehicle sales tax paid or personal property tax on vehicles
  • Proof of active volunteer first responder membership

If you are unsure what deductions apply to you, please give our office a call: 607-634-4378

READY TO FILE YOUR TAXES?

CONTACT US TO GET STARTED

If you wish to drop off your tax documents, you do not need an appointment. - Swing by any time during business hours.


If you prefer a sit down appointment/consult - call our office to schedule a time that works best for you.

Lakeside Legacy

Tax Season Hours

Open today

09:00 am – 05:00 pm

Copyright © 2024 Lakeside Legacy - All Rights Reserved.

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