What do I need to bring? – McKillip's Tax Service

****Check out the Worksheets tab for more customized lists for income and deductions***

Click here for a printable version: client info checklist

All clients must provide an ID, date of birth, and social security number.

New clients coming to us for the first time should try to bring a copy of their last years’ tax returns.

If you have dependents, we will need their date of birth and social security number.

The following is a comprehensive list of items that could be used and most likely will not all apply to you.

Social Security Card(s) for new dependents
Driver’s license or State ID
Wage Statements – Form W-2
Pension or Retirement Income – 1099-R
Interest and Dividend Income – Form 1099-INT/Form 1099-DIV
State Income Tax Refund Amount – Form 1099-G
Social Security Income – Form SSA-1099/Railroad Retirement
Unemployment Income – Form 1099-G
Commissions Received
Commissions Paid
Sales of Stocks or Bonds – Form 1099-B
Self-employed Business/Farm Income & Expenses – Form 1099-MISC
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/401K Contributions and Distributions
Alimony Paid or Received, If paid by you the name and social of person paid.
Child Care Expenses & Provider Information
Medical, Eye Care, and Dental Expenses and mileage to and from
Cash and Non cash Charitable Donations, please save receipts and checks
Record of Purchase or Sale of Real Residence
Mortgage or Home Equity Loan Interest Paid – Form 1098 if to an individual their name and address
Real Estate and Personal Property Taxes
Job-Related Educational Expenses
Educator Expenses
Tuition and Education Fees – Form 1098-T
Student Loan Interest – Form 1098-E
Casualty/Theft Losses
Estimated Taxes Paid
Foreign/Other Taxes Paid
State and Local Tax Payments
Investment Interest Paid
forms for cryptocurrency