Your tax preparation needs may range from easy to complex. We at The Tax Office of Keith Sabin provide the best in personal income tax preparation and IRS tax problem resolution.
We build tax strategies and maximize your return with our vast knowledge of the current tax law for private individuals. No matter what your situation, we can provide you with solutions that best suit your needs. Having an expert from our team of advisors in your corner can help you take full advantage of benefits of your returns.
2021 Federal Income Tax Forms
Individual Tax Items Needed
Personal Information
- Your social security number
- Your spouse's full name and social security number
- Amount of any alimony paid and ex-spouse's social security number
Other People Who May Belong On Your Return
- Dates of birth and social security numbers
- Approximate income of other adults in your home (not spouse, if you're filing jointly)
- Form 8332, copies of your divorce decree, or other documents showing that your ex-spouse is releasing their right to claim a child to you
- Childcare records (including the provider's ID number) if applicable
Education Payments
- Bills from the educational institution or anything else that itemizes what you paid or received loans for versus what was covered by scholarship or other financial aid
- Forms 1098-T and 1098-E, if you received them
- Scholarships and fellowships
Employee Information
- Forms W-2
Self-Employment Information
- Forms 1099-MISC, Schedules K-1, income records to verify amounts not reported on 1099s
- Records of all expenses - check registers or credit card statements, and receipts
- Business-use asset information (cost, date placed in service, etc.) for depreciation
- Office in home information, if applicable
Vehicle Information
- Total miles were driven for the year (or beginning/ending odometer readings)
- Total business miles were driven for the year (other than commuting)
- Amount of parking and tolls paid
- If you want to claim actual expenses, receipts, or totals for gas, oil, car washes, licenses, personal property tax, lease or interest expense, etc.
Rental Income
- Records of income and expenses
- Rental asset information (cost, date placed in service, etc.) for depreciation
Retirement Income
- Pension/IRA/annuity income (1099-R)
- Social security/RRB income (1099-SSA, RRB-1099)
Savings and Investments
- Interest, dividend income (1099-INT, 1099-OID, 1099-DIV)
- Income from sales of stock or other property (1099-B, 1099-S)
- Dates of acquisition and records of your cost or other basis in property you sold
Other Income
- Health care reimbursements (1099-SA or 1099-LTC)
- Jury duty records
- Hobby income and expenses
- Unemployment, state tax refund (1099-G)
- Gambling income (W-2G or records showing income, as well as expense records)
- Amount of any alimony received an ex-spouse's name
- Prizes and awards
- Other 1099
Itemizing Deductions
- Forms 1098 or other mortgage statements
- Amount of state/local income tax paid (other than wage withholding), or amount of state and
- Local sales tax paid
- Amounts of miles driven for charitable or medical purposes
- Expenses related to your investments
- Amount paid for preparation of your 2012 tax return
- Real estate and personal property tax records
- Invoice showing amount of vehicle sales tax paid
- Amounts paid for healthcare insurance and to doctors, dentists, hospitals
- Employment-related expenses (dues, publications, tools, uniform cost and cleaning, travel)
- Job-hunting expenses
- HUD statement showing closing date of home purchase
- Cash amounts donated to houses of worship, schools, other charitable organizations
- Records of non-cash charitable donations
IRA Information
- Amount contributed for 2013
- Traditional IRA basis
- Value of IRAs on Dec. 31, 2013
If You Were Affected By A Federally Declared Disaster
- Records of rebuilding/repair costs
- Insurance reimbursements/claims to be paid
- FEMA assistance information
- City/county you lived/worked/had property in
- Records to support property losses (appraisal, clean-up costs, etc.)
- Check FEMA site to see if my county qualifies for individual assistance
When to start saving for child education?
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