Welcome to Reed’s Tax Service’s home on the web. We invite you to browse our blogs discussing issues dealing with taxes. We also cover changes to the tax law that can impact personal and small business taxes so you won’t have to caught by surprise when it comes time to file your next taxes.
When coming to us to prepare your tax return, there are some things you can do up front to make the process smoother. We need the following items to prepare your return.
Essential Info
- W-2 from all employers
- W-2G Gambling Winnings
- 1099 This document will show income from different sources
- 1099-INT Interest Income
- 1099-DIV Dividends Earned from Stocks/Mutual Funds
- 1099-B Sale from Stocks
- 1099-Misc Income from Independent Contracting
- 1099-R IRA, Pension, 401K or Annuity Pay-outs
- 1099-SSA Social Security income
- 1099-G State Program Payments
- 1099-C Cancellation of Debt
- 1098 Mortgage Interest Paid
- 1098-T College Tuition Paid
- 1098-E Student Loan Interest
- Dependent Care Expenses (Name, Address, Telephone #, Tax ID #, and amount paid)
- Social Security numbers for all dependents
- Cost of energy efficient upgrades to your main home. Storm windows and doors, insulation, garage door, heat and air, etc.
Other Items Needed to Complete your Tax Return
- Medical Expenses (plus miles to and from doctor and/or hospital visits)
- Any job required supplies not reimbursed by your employer
- Any investment fee or administration fee
- Mileage for job required miles (excluding mileage to and from worksite and reimbursed mileage)
- Property taxes paid on your primary and/or secondary residence
- Receipted charitable giving amounts
- Name, address, phone number and tax ID number of dependent care provider
- Last Year’s Tax Return (if you are a new client)