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.