Documents To Bring

Here is a list of documentation items that you may need to prepare your tax return. Some will apply to you, some will not.

Personal Information:

  • Social Security numbers for you and your family
  • All family birthdates
  • Previous year tax return, if not prepared by XpressTaxSolutions
  • Are you a member of the military? Bring details of service and all related documents including expenses

Income related information:

  • W-2’s provided by your employer
  • If you are self-employed, business income and applicable expenses by catergory
  • Interest statements from your bank, savings and loan or credit unions
  • Dividend statements from any investments that you might have
  • Unemployment compensation statement
  • Amount of your refund from the State of California or any other state
  • Social Security statement
  • Retirement or Pension income, including all 1099’s related to distributions from 401k’s, IRA’s or other plans
  • Alimony received. (If you paid alimony you need to provide the name of the individual that you paid the alimony to and their social security number.)
  • Gambling winnings statements
  • Rental property income or expenses
  • Capital Gains or Losses on the sale of stock
  • Any 1099 A’s or C’s or other documents related to forgiveness of debt.
  • Any 1099’s related to education distributions, hsa or msa plans

Deductible expense information:

  • Mortgage interest that you paid. Don't forget your 2nd mortgage, if you have one!
  • Real estate taxes that you paid
  • Closing statement if you bought a home this year or refinanced your home loan
  • Medical expenses that you paid, including prescription drugs, doctors, hospital, dentists, orthodontists, and the eye doctor
  • Health insurance premiums
  • DMV fees paid
  • Charitable contributions that you made
  • Non-cash contributions
  • Unreimbursed employment related expenses
  • Job- related education expenses
  • Job search expenses
  • Educator expenses
  • College tuition and fees
  • Student loan interest
  • Contributions to self employed pension plans and/or self employed health insurance
  • Moving expenses
  • Dependent care expense including to whom it was paid, their address, phone and tax id number

Other items:

  • Did you make any estimated payments? We will need the amounts of the payments and when you paid them
  • Any correspondence your received from from Internal Revenue Service or the Franchise Tax Board
  • Details of any payment plan that you are currently engaged in with the IRS or FTB
  • Bank information including bank name, routing number and account number for direct deposit of your refund if applicable

Did you pay any foreign taxes?