CARRILLOS INCOME TAX & INSURANCE
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What should I bring to Carrillos Income Tax? 


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  

  • Child care provider : Name, address and tax I.D. or Social Security Number 


Other people who may belong on your return 

  • Dates of birth and social security numbers  

  • Childcare records (including the provider's ID number) if applicable  

  • 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 


Education Payments 


  • Bills from the educational institution or anything else that itemizes what you paid  

  • Forms 1098-T and 1098-E, if you received them 

  • Scholarships and fellowships 

Employee Information 


  • Forms W-2 

  • Partnership, S Corporation, & trust income: Schedules K-1 

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) for depreciation  

  • Office in home information (if applicable) 


Vehicle Information 


  • Total miles driven for the year (or beginning/ending odometer readings)  

  • Total business miles 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  


Homeowner/Rental Income 

  • Residential address (es) 

  • Records of income and expenses 

  • Rental asset information (cost, date placed in service.) for depreciation 

  • Moving Expenses 

  • Real estate taxes paid 

  • Form 1099-S 

  • Mortgage interest: form 1098 

  • Second mortgage paid 

  • Rent paid during tax year 


Retirement Income 

  • Pension/IRA/annuity income (1099-R)  

  • Social security/RRB income (1099-SSA, RRB-1099)  


Savings and Investments
 

  • Interest income statements: Form 1099-INT & 1099-OID 

  • Dividend income statement: Form1099-DIV 

  • Income from sales of stock or other property; Forms1099-B, 1099-S 

  • Dates of acquisition and records of your cost or other basis in property you sold 


Other Income 

  • Unemployment, state tax refund (1099-G) 

  • Gambling income (W-2G or records showing income, as well as expense records) 

  • Amount of any alimony received,ex-spouse's name and Social Security number 

  • Health care reimbursements (1099-SA or 1099-LTC) 

  • Jury duty records 

  • Hobby income and expenses 
  • 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 
  • Real estate and personal property tax records 

  • 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 

  • Amounts paid for healthcare insurance and to doctors, dentists, hospitals 

  • Amounts of miles driven for charitable or medical purposes 

  • Expenses related to your investments 

  • Amount paid for preparation of your 2010 tax return 

  • Employment-related expenses (dues, publications, tools, uniform cost and cleaning, travel, education fees related to your job) 

  • Job-hunting expenses 


IRA Information 


  • Amount contributed for 2010 (and 2011, if applicable) 

  • Traditional IRA basis 

  • Value of IRAs on Dec. 31, 2011 


If you were affected by a federally declared disaster 

  • City/county you lived/worked/had property in 

  • Records to support property losses (appraisal, clean up costs, etc.) 

  • Records of rebuilding/repair costs 

  • Insurance reimbursements/claims to be paid 

  • FEMA assistance information 

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