CHECK LIST OF WHAT TO BRING

At Available Tax Services, our representatives require that you bring those applicable to you out of the following:

• Drivers License or other government issued form of identification such as U.S. Passport, Resident Alien ID or Employment Authorization Document with picture, Military ID or State ID

• Social Security Card or Tax Payer Identification document for you and your dependents

• Date of birth for you and your dependents

• Prior Year Tax Returns, Federal, State and City

• Wage Statements - Form W-2s

• Pension or Retirement Income - Form 1099-R, if you are a retiree

• Interest and Dividend Income - Form 1099-INT/Form 1099-DIV for those who earn interest and dividends

• State Income Tax Refund Amount - Form 1099-G

• Social Security Income - Form SSA-1099

• Unemployment Income - Form 1099-G

• Information on sales of Stocks or Bonds - Form 1099-B

• Expenses - Form 1099-MISCExpenses - Form 1099-MISC

• Tuition and Education Fees - Form 1098-T

• Student Loan Interest - Form 1098-E

• Mortgage or Home Equity Loan Interest Paid - Form 1098 

• Self-Employed Business/Farm Income &

• Lottery or Gambling Winnings - Form W-2G

• Lottery or Gambling Losses

• Income and Expenses from Rentals

• Income from Partnerships, S Corporations, Trusts, and Estates - Schedule K-1

• IRA Contributions

• Alimony Paid or Received

• Child Care Expenses & Provider Information

• Medical, Eye Care, and Dental Expenses

• Cash and Non-cash Charitable Donations

• Record of Purchase or Sale of Residence

• Real Estate and Personal Property Taxes Paid.  This will normally be on your mortgage statement if you have a mortgage.

• Mortgage Insurance Statement

• Un-reimbursed Employment-Related Expenses

• Job-Related Educational Expenses

• Educator Expenses

• Foreign Taxes Paid

• Casualty or Theft Losses

• Estimated Taxes

• State or Local Sales Taxes Paid

Please contact us today and our representative will get back to you within 24 hours.

Your satisfaction is guaranteed – Honesty, Integrity, and Accuracy are the premise of our professional excellence.