For any and all other tax law changes, please call me with any other questions or concerns you may have regarding your individual tax return.

• Abandonment of Property – (1099 A)
• Adoption Expenses 
• Affordable Health Care Information – (1095 A)
• Business Expenses – (Mileage Logs, etc.)
• Cancellation of Debt – (1099-C)
• Charitable Contributions – (Receipts are needed)
• Child Care Expenses – (Provider Information)
• Credit Card Payment Receipts – (1099 K)
• Depreciation
• Direct Deposit Information
• Dividends/Interest – (1099 DIV)
• Earned Income Credit
• Estimated Tax Payments
• Farm Rental (All Related Documents)
• Gambling Income – (1099 G)
• Health/Medical Savings Accounts – (1099 SA)
• Innocent/Injured Spouse
• I.R.A.’s – (Year End Statements)
• Itemized Deductions
• K – 12 Education Expenses 
• License Tab Receipts
• Long-term Care Insurance – (1099 LTC)
• Medical Expenses – (Medical/Dental)
• Miscellaneous Income – (1099 MISC)
• Moving Expenses – (All receipts)
• Non-Cash Contributions
• Office in the Home – (All expenses related to Home)
• Out-of-Pocket Medical Expenses
• Post – Secondary Education – (1098 T)
• Prior Year’s Return
• Property Tax Statement/Rent Credit (if available)
• Qualified Education Expenses
• Rental Income
• Retirement Income – (1099 R)
• Sale of Real Estate
• Settlement Statements – (Home Purchase)
• Social Security – (1099 SSA)
• Stock Transactions – (1099 B)
• Student Loan Interest – (1098 E)
• Travel Expenses – (All Receipts)
• Unemployment Compensation – (1099 G)
• Volunteer Expenses and Mileage
• W – 2’s (no matter how small they are)