Documents needed for preparation of Federal and State Individual Tax Returns
- Wage statements (W2s)
- Documents on any pension, retirement income
- Interest & dividend income
- Commissions received
- Self-employed business income and expenses
- Lottery or gambling winnings
- State refunds received from previous years tax
- Social Security/Unemployment income
- Rental property revenue and expenses
- Alimony paid or received
- Purchase or sale of residence records
- Medical and dental expenses
- Taxes paid on real estate
- Interest paid on real estate or business loans
- Charitable donations
- Work-related expenses
- Educational expenses
- Child care expenses (whom paid to and amount)
- Dependent's social security numbers (if not on previous years tax forms)
- Last two year's Federal and state tax returns (if not prepared by C.F.O., Inc.)
- Date of birth of taxpayer and all dependents
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C.F.O., Inc., 49 Nunnery Lane Catonsville, MD 21228-2026
Phone: 410-747-1855 Fax: 410-747-2038 E-mail: cfo@flinton.com
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