Prior year tax return copies
If you are a new client, please email us (info@talibfinancial.com) copies of your last 3 years federal and state income tax returns to your tax appointment. It's not required but we will review them for FREE, and we may be able to amend mistakes/omissions getting you back additional refunds.
Personal & dependent information
• Drivers License or State ID
• Social Security or ITIN Numbers with date of births for anyone who’ll be on your tax return
• Childcare payment records with licensed provider’s ID number(s)
• Amount of any alimony payments with ex-spouse SSN
Income statements
• W-2 forms for you and your spouse
• 1099-MISC forms for you and your spouse (for any independent contractor work)
• 1099-G forms for unemployment income, or state or local tax refunds
• SSA-1099 for Social Security benefits received
• 1099-R, Form 8606 for payments/distributions from IRAs or retirement plans
• 1099-INT, -DIV, -B, or K-1s for investment or interest income
• SSA-1099 for Social Security benefits received
• Alimony received
• Business or farming income – profit/loss statement, capital equipment information
• Rental property income and expenses: profit/loss statement, suspended loss information
• Prior year installment sale information – Forms 6252, principal and interest collected during the year, SSN and address for payer
• Miscellaneous income: jury duty, gambling winnings, Medical Savings Account, scholarships, etc.
Adjustments to your income
• Form 1098-E for student loan interest paid (or loan statements for student loans)
• Form 1098-T for tuition paid (or receipts/canceled checks for tuition paid for college)
• For teachers: Canceled checks or receipts for expenses paid for classroom supplies, etc.
• Records of IRA contributions made during the year
• Receipts for any qualifying energy-efficient home improvements (solar, windows, etc.)
• Records of Medical Savings Account (MSA) contributions
• Self-employed health insurance payment records
• Records of moving expenses
• Alimony paid
• Keogh, SEP, SIMPLE, and other self-employed pension plans
Deductions and credits
• Child care costs: provider’s name, address, tax ID, and amount paid
• Education costs: Form 1098-T, education expenses
• Adoption costs: SSN of child; records of legal, medical and transportation costs
• Forms 1098: Mortgage interest, private mortgage insurance (PMI), and points you paid
• Investment interest expenses
• Medical and dental expense records
• Casualty and theft losses: amount of damage, insurance reimbursements
• Records of home business expenses, home size/office size, home expenses
• Rental property income/expenses: profit/loss statement, rental property suspended loss
• Charitable donations: cash amounts, official charity receipts, canceled checks; value of donated property; miles driven and out-of-pocket expenses
• Records/amounts of other miscellaneous tax deductions: union dues; unreimbursed employee expenses (uniforms, supplies, seminars, continuing education, publications, travel, etc.)
Taxes you've paid
• State and local income taxes paid
• Real estate taxes paid
• Personal property taxes
Other information
• Estimated tax payments made during the year (self-employed)
• Prior-year refund applied to current year and/or any amount paid with an extension to file
• Foreign bank account information: location, name of bank, account number, peak value of account during the year
