What To Brings

 

To help save you time and money, review the following list before visiting Yang & Associates, Ltd. for your income tax preparation. Print this money-saving offer and then click here to find a Yang & Associates, Ltd. location near you. If you have any of the items listed below available, bring them to your tax interview and let us prepare your income tax return that results in the largest allowable refund for you.

• Social Security Card(s)

• Driver's Licenses(s)

• Dependent's Social Security Numbers and Dates of Birth

• Last Year's Federal and State Tax Returns

• Wage Statements- Form W-2(s)

• Pension or Retirement Income - Form 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

• Unemployment Income - Form 1099-G

• Commissions Received/Paid

• Information on sales of Stock or Bonds - Form 1099-B

• Self-Employed Business/Farm Income and Expenses- Form- 1099-MISC

• Lottery or Gambling Winnings - Form W-2G

• Lottery or Gambling Losses

• Income and Expenses from Rentals

• Income from Partnerships, S Corporation, Trusts, and Estates- Schedule K-1

• IRS Contributions

• Alimony Paid or Received

• Childcare Expenses and Provider Information

• Medical, Eye Care, and Dental Expenses

• Cash and Noncash Charitable Donations

• Record of Purchased or Sale of Residence

• Mortgage or Home Equity Loan Interest Paid -Form 1098

• Real Estate and Personal Property Tax Paid

• State or Local Sale Taxes Paid

• Unreimbursed Employment Related Expenses

• Job Related Educational Expenses

• Educator Expenses

• Tuition and Education Fees Form 1098-T

• Casualty or Theft Losses

• Estimated Taxes

• Foreign Taxes Paid