Federal Tax Return Preparation Document Guide

 Common Documents Needed:

 

  • Social Security or ITIN for you, your spouse, and dependents
  • Dependent Information (Name, date of birth, Social Security Card) 
  • 2018 Federal Tax Return
  • State, Income tax paid in 2017 including  state refund amount (form 1098) 
  • Income statements: W-2, 1098, 1099, or Schedule K1, other income (rental, jury duty, gambling, hobbies, alimony)
  • Income and expenses for self employment (or income not on W-2 or 1099) 
  • Interest and dividends statements from banks, brokerages, etc.
  • Investments in stocks (including purchase date), include any property sold, and any expense related to investments
  • IRA contributions/distributions or retirement plans (1099 Forms)
  • Mortgage Interest, real estate and personal property tax (Form 1098)
  • Receipts for charitable donations
  • Miles driven for charitable or medical expenses
  • Medical Expenses for payments to doctors, dentists, hospitals, etc. Form and Form 1095 for health care insurance payments. The 1095 forms can be obtained at  https://www.healthcare.gov/login
  • Records for childcare and childcare provider's tax identification numbers
  • Employment related expenses (dues, travel, publications, tools, uniforms cost and cleaning)
  • Job search expenses and unemployment income.
  • ​College Tuition Expenses/Higher Education (Form 1098T). Also: Book Costs, Lab Materials, Laptop Costs,etc.)
  •  Bank routing and account numbers 

2018 Federal Tax Deduction Guide - Subject to Change

2018 Tax Deduction Guide (pdf)

Download

2018 Individual and Sole Proprietorship Taxpayer Organizer (pdf)

Download

2018 Individual and Rental Property Tax Organizer (pdf)

Download

2018 S Corporation Tax Organizer (pdf)

Download

2018 C Corporation Tax Organizer (pdf)

Download

2018 Partnership Tax Organizer (pdf)

Download

2017-18 TCJA Comparison Tables_New Tax Law (pdf)

Download

TAX OFFICES - REFUND TRACKING - TAX PAYMENTS

IRS

Individuals
800-829-1040


Businesses
800-829-4933 

Track Federal Refund

Virginia Dpt. of Taxation

Individuals
804-367-8031


Businesses
804-367-8037

TRACK VA REFUND

Maryland Dpt. of Taxation

Individuals
800-638-2937


Businesses
800-638-2937

TRACK MD REFUND

New York Dpt. of Taxation

Individuals 

518-457-5181


Businesses 

518-485-6027

MAKE MD TAX PAYMENTS

DC Dpt. of Taxation

Office of Tax and Revenue

(202) 727-4829

Track DC REFUND