A One Tax Business Services

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Available Weekends by Appointment Only What to have for your Tax Interview: Personal Information for Each Family Member: * Name * Date of Birth * Social Security Card /ITIN/ATIN * Last Year's Tax Return * Valid Driver's License Income and Tax Information: * W-2's * Interest (1099-INT or substitute) * Dividend Slips (1099-DIV or substitute) * Stock Sales (1099-B or Broker Statement) * Self-Employment Income and Expenses * Sale of a Personal Residence * Rental Income and Expenses * Sale of any Business Assets * Gambling or Lottery Winnings (W-2G for some winnings) * State Income Tax Refund (1099-G) * Pension Income (1099-R) * Estimated Taxes Paid * Social Security or Railroad Retirement (SSA-1099 or RRB-1099) * IRA or 401(k) Distribution (1099-R) * Unemployment Compensation (1099-G) * Miscellaneous Income (1099-MISC) Deductions/Adjustments: * Medical Expenses * Real Estate or Personal Property Taxes * Mortgage Interest * Charitable Contributions * Employee Business Expenses * Gambling Losses * Moving Expenses * Traditional IRA Contributions * Higher Education Expenses * Educator Expenses * Student Loan Interest Tax Credits: * Child Care Provider/Address and Employer Identification Number (EIN) or Social Security Number (SSN) * Adoption Expenses * Retirement Savings Contributions