Important Tax Documents to bring to your tax appointments
W2: Wage and Tax Statement
W2G: Certain Gambling Winnings Statement
Certain Gambling Examples
1. Horse Racing
2. Lotteries Sweepstakes, and Wagering Pools
3. Bingo, Keno, and Slot Machines.
4. Poker Tournaments.
1099R: Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc.
1099INT: Interest Income Statement
1099G: Certain Government Payments
Government Payments Examples
1. Unemployment Compensation
2. State or Local Income Tax Refunds
3. Taxable Grants
1099MISC: Miscellaneous Income
Miscellaneous Income Examples
1. Rents
2. Royalties
3. Nonemployee Compensation
4. Prizes and awards
1099-Q: Distribution from a qualified tuition program (QTP) or Coverdell ESA
1099B: Proceeds From Broker and Barter Exchange Transactions
Statement for sell of stocks, bonds, or commodities
1099C: Cancellation of Debt
SSA-1099: Social Security Statement
1098T: Tuition Statement (May be available online or at 1098T.com, check with your school)
Student Loan Interest Statement
1099-Q: Distribution from a qualified tuition program (QTP) or Coverdell ESA.
1099A: Acquisition or Abandonment of Secured Property
Mortgage Statement (May be available online, check with your mortgage lender)
Daycare Statement
A form provided by or signed by your child care provider. Information on the statement should include the following:
1. Client/Taxpayer Name
2. Child Care provider name
3. Child Care provider Employer Identification Number or Social Security Number
4. Child Care provider’s address and phone number
5. Name of the child/children
6. Total amount paid for child care for the year
Charitable Contributions listing
IRA Contributions Documents
Closing Statement (new homes purchased within the tax year)
Prior Year Tax Return (if not prepared by Quincy Tax Service)