Supporting Documents Needed

Email: deshonnagoode@taxedrighttaxes.com

• Valid copy of your ID if married both taxpayer's ID 
• Proof for any dependents (SSN, Birth Certificate, School Documents, Medical Records)
• Proof of residency (rent/mortgage agreement, utility bill, telephone bill, etc.)
• W2’s, 1099’s, SSA, and any other annual tax statements (we cannot use last check stubs)
• If self- employed please send or bring all supporting documents for business (business license, financial statements, receipts, or bank statements, etc.)
• If requesting direct deposit please send or bring a copy of a bank statement with the routing and account number
• If itemizing please send supporting documents of expenses (charity/donation receipts, mileage report, vehicle information, any other receipt, etc.)

Deductible Expenses Documentation for Itemization

• List of Charitable Contributions
• Medical Expenses, Health Care Insurance, Prescriptions, Doctors, Dentists, Eyeglasses, Long Term Health Care Insurance
• Real Estate Taxes and other taxes paid, PMI insurance, points,
• Un-reimbursed Job Expense
• Union/Professional Dues, Job related costs, uniforms, supplies, seminars, continuing education, publications, travel, etc.)
• Form 1098 – Mortgage Interest Expense
• Form1098-T

Tax Credit Deduction Documents

• Adoption expenses
• Alimony Paid (need Social Security number of recipient)
• Casualty and theft losses, insurance reimbursements
• Charitable donations: official receipts/checks, cash amounts, donated property value, miles driven, out-of-pocket expenses
• Child Care Expenses provider’s name, address, tax ID, $ amount
• Home business expenses, home size/office size, home expenses
• Investment interest expenses
• IRA contributions
• Medical and dental expense records
• Medical savings account
• Moving expenses
• Personal property taxes
• Real estate taxes paid
• Rental Property Expense & cost basis
• Work vehicle license fees, mileage
  
  Retirement Income                                                                                                              
  ___ Railroad Retirement & Social Security Income:        
•  Form SSA-1099
  ___ Retirement Income: Form 1099-R
  
  Business Income
  ___ Business Income and Expenses
  ___ Farm Income and Expenses
  ___ Form K-1 Income from Partnerships, Trusts, and S-Corporations
  ___ Rental Income and Expenses
  ___ Tax Deductible Miles Traveled for Business Purposes