JMI Tax Service LLC

Remember that the sooner you file, the sooner you’ll get your refund. To make the e-filing  process quicker, gather your forms and documents before you begin. Below is a checklist of  the basic forms and records you’ll need to make your taxes happen fast! 

Forms you’ll need… 

  • Personal information 
  • This information tells the IRS who’s filing, who is covered in your tax return, and where to  deposit your tax refund. Don’t skip these crucial first steps.  
  • Drivers license numbers, social security card and dates of birth for you, your spouse, your dependents Copies of last year’s tax return for you and your spouse (not required) 
  • Bank account number and routing number, if you’d like your refund deposited directly into your  account 

Information about your income 

W-2 forms 

1099-C forms for cancellation of debt 

1099-G forms for unemployment income, or state or local tax refunds 

1099-MISC forms for you and your spouse (for any independent contractor work) 

1099-R, Form 8606 for payments/distributions from IRAs or retirement plans 

Business or farming income – profit/loss statement, capital equipment information 1099-INT, -DIV, -B, or K-1s for investment or interest income 

SSA-1099 for Social Security benefits received 

Prior year installment sale information – Forms 6252, principal and interest collected 1099-S forms for income from sale of a property 

Rental property income and expenses: P&L, suspended loss info 

Alimony 

Miscellaneous income: jury duty, gambling winnings, Medical Savings Account,  

scholarships, etc. 

Adjustments to your income 

The following items can help reduce the amount of your income that is taxed, which can  increase your tax refund, or lower the amount you owe. 

Records of IRA contributions made during the year 

Form 1098-T for tuition paid (or receipts/canceled checks for tuition paid for post-high  school) 

For teachers: Canceled checks or receipts for expenses paid for classroom supplies, etc. Moving expenses 

Receipts for any qualifying energy-efficient home improvements (solar, windows, etc.) Records of Medical Savings Account (MSA) contributions 

Self-employed health insurance payment records 

Form 1098-E for student loan interest paid 

Alimony and Keogh, SEP, SIMPLE, and other self-employed pension plans 

If you itemize your deductions: 

Deductions, credits, childcare, education, etc. 

Work with JMI Tax Service LLC if you want to make the most of your returns this year!  The deductions that follow will help you really maximize your returns.  

Child care costs: provider’s name, address, tax ID, and amount paid 

Education costs: Form 1098-T, education expenses 

Adoption costs: SSN of child; records of legal, medical and transportation costs Forms 1098: Mortgage interest, private mortgage insurance (PMI), and points you paid Investment interest expenses 

Charitable donations 

Medical and dental expense records 

Casualty and theft losses: amount of damage, insurance reimbursements Records of home business expenses, home size/office size, home expenses Rental property income/expenses: profit/loss statement, rental property suspended loss info Records/amounts of other miscellaneous tax deductions 

Records/amounts of other miscellaneous tax deductions