McNealy Tax Service
Call us at: 850-663-2154
The following documents will help you be prepared during your tax interview.
Save Time and Money By Being Prepared
- Wage statements/W-2s
- Self-employment business income and expenses/1099-MISC
- Commissions received/paid
- Pension, retirement income/1099-R
- Unemployment income/1099-G
- Canceled Debt Amount/1099-C
- Social Security income/SSA-1099
- IRA contributions
- Statements on the sales of stocks or bonds/1099-B
- Interest and dividend income /1099-INT/1099-DIV
- Lottery or gambling winnings/losses
- State refund amount/1099-G
- Income and expenses from rentals
- Alimony paid or received
- Record of purchase or sale of residence
- Medical and dental expenses
- Real estate and personal property taxes
McNealy Tax Service takes special care to understand the unique needs of each of our clients to design custom solutions that exceed expectations.
We take the worry and confusion out of preparing taxes. Don't let paperwork overwhelm you; the comprehensive list below should be your guide to the documents you will need.
- State or local taxes paid
- Estimated taxes or foreign taxes paid
- Cash and non-cash charitable donations
- Mortgage or home equity loan interest paid/1098
- Unreimbursed employment-related expenses
- Job-related educational expenses
- Educator expenses
- Tuition and Education Fees/1098-T
- Student loan interest/1098-E
- Casualty or theft losses
- Child care expenses and provider information
- Social Security card(s)
- Driver's License(s)
- Dependants' Social Security numbers and dates of birth
- Last year's Federal and State tax return
