For Personal Return
Last year's Federal and State returns *New clients only*
W-2s for wages, salaries, tips, and 1099-R for pensions, 1099-SSA for social security
1098s for mortgage interest paid
1099s for interest, dividends, state tax refunds, retirement plan distributions, unemployment, cancellation of debt, and other payments
1098-SA Health Savings Account (HSA) disbursements
Property tax paid
Renters: Amount of rent paid (indicate whether utilities or furniture were included) , and name and phone number of landlord. (Used to determine if you are eligible for a Property Tax Fairness Credit.)
Retirement plan contribution statements
K-1s from partnerships, S Corporations, estates, and trusts
Social Security numbers and dates of birth for yourself, spouse, and all dependents
Bank name, routing number and account number for direct deposit. Indicate checking or savings account.
Copy or picture of CURRENT Driver's license for each taxpayer
Student Loan interest paid 1098E
Student loan payment history and college transcripts, for a credit with the State of Maine
College tuition 1098T and total of supplies/books
ITEMS MOST OFTEN OVERLOOKED:
COPY OF CURRENT ID If your license expired last year, we need a copy of the new one.
CONFIRM DIRECT DEPOSIT ACCT. People change their accounts, so we need yearly confirmation.
PROPERTY TAX PAID Maine has a tax credit based on income even if you don't itemize.
EMAIL ADDRESS Please make sure your email address is current.
IF YOU ITEMIZE DEDUCTIONS to complete Schedule A, you will need records and receipts for:
Medical and dental expenses. This includes drugs, doctor office visit payments, dental care costs, hospital bills, medical insurance premiums as long as they aren't paid at work via pre-tax dollars, and the mileage to and from physicians' offices
Taxes you paid, such as state and local income or sales taxes, real estate taxes and personal property taxes
Mortgage interest and points. This is on the Form 1098 or substitute form noted previously
Charitable contributions, regardless of whether as cash, credit card, other assets or household goods and clothing
Casualty and theft losses
IF YOU OWN RENTAL PROPERTY, please complete this worksheet:
IF YOU ARE A SMALL BUSINESS OWNER FILING SCHEDULE C, you will need all receipts and documentation pertaining to your company, including:
Income statements, such as the 1099-MISC mentioned earlier as well as payment stubs for amounts not required to be reported on a 1099
Home size and size of space used as a home office
Self-employed health insurance payments
Keogh, SEP, SIMPLE and other self-employed pension plan contributions
Details on business use of your auto
ADDITIONAL INFORMATION:
Have you received any correspondence from the Internal Revenue Service or state/local tax agencies?
Did your marital status change during the year? If you divorced, did you receive or pay any alimony?
Did you incur child care or dependent care expenses?
Did you or any member of your household pay college expenses?
Did you make any major improvements to your home?