FAIRGUIDE TAX      CHECK LIST  

CHECK LIST OF ITEMS TO BRING (IF APPLICABLE)

At Fairguide 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

• _DL or State Identification/ Social Sec# cards for you and your dependents

• _Date of birth for you and your dependents

• Amendments: need Prior Year Tax Return, Federal, State and City

• _Form W-2s or 1099s

• _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

• _Social Security Income Statement - 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

• _1095 Healthcare Form (Healthcare.gov)

• _Student Loan Interest - Form 1098-E or 1098-T

• _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 

• _Business Expenses/Self Employment exp.

• _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.