Personal information for yourself and each family member:

  • Full legal name
  • Date of birth
  • Social security card
  • Last year’s tax return (if not completed by Breidenbach Consulting Services LLC)
  • Valid driver’s license

Income documentation and information:

  • W-2’s
  • Interest (1099-INT)
  • Dividends (1099-DIV or Broker Statement)
  • Stock sales (1099-B or Broker Statement)
  • Self-employment income and expenses
  • Rental income and expenses
  • Sale of business assets
  • Sale of a personal residence
  • Gambling or lottery winnings
  • State income tax refund (1099-G)
  • Pension income (1099-R)
  • Social security or railroad retirement (SSA-1099 or RRB-1099)
  • IRA or 401(k) distribution (1099-R)
  • Unemployment compensation (1099-G)
  • Miscellaneous income (1099-MISC)

Deduction and credit documentation and information:

  • Medical expenses
  • Real estate or personal property taxes
  • Mortgage interest
  • Charitable contributions (cash and non-cash)
  • Gambling losses
  • Traditional IRA contributions
  • Higher education expenses
  • Child care provider information (name and address) including employer ID number (EIN) or social security number
  • Adoption expenses
  • Retirement savings contributions

Estimated tax payments:

  • Record of estimated tax payments made against federal, state, and/or local taxes

 

The above list is not all-inclusive as more information and documentation may be requested by Breidenbach Consulting Services LLC when preparing your tax returns.