Resource Library

Tax Tools & Calculators

Forms W-2 for you and your spouse
Investment income Forms 1099 (-INT, -DIV, -B, etc.), K-1s, stock option information
Virtual Currency transaction information
Forms 1099-G
Taxable alimony received
Business or farming income – profit/loss statement, equipment purchase/sale information
Forms 1099-R, Form 8606
Rental property income, expenses, and major improvements
Forms SSA-1099
Income from sales of property – original cost and cost of improvements, escrow closing statement
Form 1099-C
Prior year installment sale information including Form 6252, principal and interest collected during the year, SSN and address of payer
Other miscellaneous income, including jury duty, gambling winnings, Medical Savings Account (MSA), scholarships, etc.

Stimulus payments received
IRA contributions
Energy credits
Student loan interest
Medical & Health Savings Account (MSA) contributions and distributions
Self-employed health insurance payments
Keogh, SEP, SIMPLE, and other self-employed pension plans
Alimony paid that is tax deductible
Educator expenses
State and local income taxes paid
Real estate taxes paid
Personal property taxes
Estimated tax payment during the year, prior year refund applied to current year, and any amount paid with an extension to file
Direct deposit information – routing and account numbers
Foreign bank account information – location, name of bank, account number, maximum value of account during the year

Advance Child Tax Credit payment
Child care costs – provider’s name, address, tax id, and amount paid
Education costs – forms 1098-T, education expenses
Adoption costs – SSN of child, legal, medical, and transportation costs
Home mortgage interest and points you paid – Forms 1098
Investment interest expense
Charitable donations – cash amounts and value of donated property, miles driven, and out-of-pocket expenses
Casualty and theft losses – amount of damage, insurance reimbursements
Medical and dental expenses