What to Bring for your TAXES

NEW PERSONAL TAX RETURN CLIENT:

  1. Copy of last year's tax return; both State and Federal (we use them to gather necessary information, review for rollover items, etc.)
  2. Family member's first and last names, birthdays, and social security numbers (those being claimed on your return)
  3. Copy of Driver's License of Tax Payer and/or Spouse
  4. Contact information (both cell and home phone numbers and email)
  5. See the list below (some things may not apply to everyone

RETURNING CLIENT, SEE THE LIST BELOW:

This is a GOOD STARTING POINT. 

**All Clients (even returning clients) will need to provide a copy of their Driver's License for the taxpayer and/or spouse on the tax return

Other options for the Driver's License would be: state issued photo ID, passport, account statement from financial institution, utility billing statement, or credit card bill statement

We might have to ask for additional items/information

Income

  1. W-2's
  2. 1099-INT (for interest income received for the year)
  3. 1099-DIV (for dividends received for the year)
  4. Sch C information (small business income [1099-MISC] and expenses [totaled by category])
  5. 1099-B and some sort of realized gain/loss report for the year
  6. 1099-R (for those of you who have retirement benefits)
  7. Sch E information (rental property income [1099-MISC] and expenses [totaled by category])
  8. Unemployment Compensation
  9. 1099-SSA Social Security Benefits

Deductions

  1. Property Tax on primary house
  2. Other Property Taxes
  3. Vehicle Taxes paid - NC has a new tool called MyDMV where you can login and check your vehicle taxes paid
  4. Mortgage Interest (form 1098)
  5. Cash/Non-Cash Contributions

Credits

  1. Dependent Care Expenses (Year-end Summary from your childcare provider)
CISCO clients who sold:
  1. Stock Options (please print the "My Transactions" report)
  2. Restricted Stock Options (please print the "My Transactions" report AND change the type from 'ALL' to 'RSU' and the Date from 2008 to CURRENT)                 
  3. ESPP (please print the "My ESPP Transactions" report

      These reports can be found on the CEC Website