Idole, tax services 1773 Nostrand Ave

Brooklyn NY 11226
 

What you need to bring to have your tax forms completed (Only if applies to you)

• Photo ID: driver license(s) or state ID
• Wage statements from W-2 or 1099 Forms
• Self Employed, Business/Farm Income & Expenses-Form 1099-MISC
• Dependents name(s) Social security Number and date of birth
• Last year State and Federal tax returns
• Pension or retirement Income from Form 1099-R
• Interest or Dividend Income From Form 1099-Int /or 1099 Div
• State Income Tax refund Form 1099-G
• Social security income Form SSA-1099
• Unemployed income Form 1099-G
• Commissions Paid and received
• Sales of Stocks or Bonds Form 1099-B
• Lottery or Gambling winnings Form W-2G
• Lottery or Gambling Losses
• Income and Expenses from rentals
• Income From Partnerships, S Corporation, Trusts and Estates Schedule K-1
• Alimony Paid or Received
• Child care expenses, and provider information
• Education Expenses: Student loan interest, Post secondary tuition and Fees
   

 To itemize your tax you must have
 

To avoid been audited by the IRS, Tax Payers must have valid receipts to verify the legitimacy of their claims

You must place an amount for each item below and show a receipt to back up your claim

• Medical expenses, Eye care, and Dental expenses
• Cash and Non-cash Charitable Contribution
• Record of purchase or Sale of Residence
• 1098 for Mortgage Expenses and Mortgage Interest Paid to Banks
• Real Estates Tax, Personal Property Tax, Last year State Income Tax
• Home Mortgage Interest-  Second Mortgage- Home equity- Points Paid at Closing
• Accident, Fire, Theft and natural disasters
• Uniform Cleaning, Work Tools, Union Dues, Safety Shoes & Gloves, Tax Return Preparation Fee, Safe Deposit Box, Investment Expenses, Job Search, Office at home Expense, Mileage to and from work, (Non Commute) Miles Driven to Second Job

    

            If Self Employed Business expenses

·        Advertisement

·        Car and Truck expenses

·        Legal and professional Services

·        Office Expenses

·        Rent or lease payments

·        Utilities/Telephone

·        Repairs and Maintenance Supplies

·        Taxes and Licenses

·        Travels Meals and Other

 

Please feel free to contact a manager at (718)-282-2574 for more information

JUDE DESIR

Tax Consultant