McMillen & Associates

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Income Tax Preparation - Needed Documentation 

Here is a list of possible tax documents you may need to file your taxes. You will want to bring all of the appropriate and relevant documents to your dedicated consultation time (Listed in alphabetical order).

  • Alimony Paid or Received
  • Cash and Non-cash Charitable Donations
  • Casualty or Theft Losses
  • Child Care Expenses & Provider Information
  • Commissions Received/Paid
  • Dependents Social Security Numbers & Dates of Birth
  • Driver?s License(s)
  • Educator Expenses
  • Estimated Taxes                                                            
  • Foreign Taxes Paid
  • Income and Expenses from Rentals
  • Income from Partnerships, S Corporations, Trusts, and Estates - Schedule K-1
  • Information on sales of Stocks or Bonds - Form 1099-B
  • Interest and Dividend Income - Form 1099-INT/Form 1099-DIV
  • IRA Contributions
  • Job-Related Educational Expenses
  • Last Year's Federal and State Tax Returns
  • Lottery or Gambling Losses
  • Lottery or Gambling Winnings - Form W-2G
  • Medical, Eye Care, and Dental Expenses
  • Mortgage or Home Equity Loan Interest Paid - Form 1098
  • Pension or Retirement Income - Form 1099-R
  • Real Estate and Personal Property Taxes Paid
  • Record of Purchase orSale of Residence
  • Self-Employed Business/Farm Income & Expenses - Form 1099-MISC
  • Social Security Card(s)
  • Social Security Income - Form SSA-1099
  • State Income Tax Refund Amount - Form 1099-G
  • State or Local Sales Taxes Paid
  • Student Loan Interest - Form 1098-E
  • Tuition and Education Fees - Form 1098-T
  • Unemployment Income - Form 1099-G
  • Un-reimbursed Employment-Related Expenses
  • Wage Statements - Form W-2
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McMillen and Associates @ 2015
Palo Alto, California