What To Bring On Your Visit

Documents Needed for Your Appointment 

Before Datatron Tax Service in Southfield, Michigan can properly serve you, there are a few documents that you need to provide. This will help us determine your financial range and create the best possible accounting and tax solution for you. Look through our lists below to find out what paperwork you have to bring.

Personal Information for Self and Dependents
  • Birth Certificate
  • Social Security Card
  • Copy of Drivers License or State ID
Income Info
  • W-2 Forms for This Year
  • Unemployment Compensation: Forms 1099-G
  • Miscellaneous Income Including Rent: Forms 1099-MISC
  • Partnership, S Corporation, & Trust Income: Schedules K-1
  • IRA/ Pensions/ Annuities: Forms 1099-R (I.E. Amounts You Contributed to the IRA That Were Already Taxed)
  • Social Security/RR1 Benefits: Forms RRB-1099
  • Alimony Received
  • Jury Duty Pay
  • Gambling and Lottery Winning
  • Prizes and Awards
  • Scholarships and Fellowships
  • State and Local Income Tax Refunds: Form 1099-G
Info for Rent or Homeowner 
  • Residential Address(es) For This Year
  • Mortgage Interest: Form 1098
  • Sale of Your Home or Other Real Estate: Form 1099-S
  • Second Mortgage Interest Paid
  • Real Estate Taxes Paid
  • Lease Agreement / Rent Paid During Tax Year
  • Rental Income
  • Records of Income and Expenses
  • Rental Asset Information (Cost, Date Placed in Service, Etc.) for Depreciation
  • Record of Estimated Tax Payments Made (Form 1040ES)
Financial Assets
  • Interest Income Statements: Form 1099-INT & 1099-OID
  • Dividend Income Statements: Form 1099-DIV
  • Proceeds From Broker Transactions: Form 1099-B
  • Retirement Plan Distribution: Form 1099-R
Educational Expenses
  • Forms 1098-T From Educational Institutions
  • Receipts That Itemize Qualified Educational Expenses
  • Records of Any Scholarships or Fellowships You Received
  • Form1098-E If You Paid Student Loan Interest
Job Expenses and Tax Prep Fees
  • Employment Related Vehicle Expenses (Tolls, Mileage, Gas, Maintenance, License, Property Tax, Interest Expense, Parking)
  • Receipts for Classroom Expenses (for Educators in Grades K-12)
  • Employment-Related Expenses (Dues, Publications, Tools, Uniform Cost and Cleaning, Travel)
  • Job-Hunting Expenses
  • Record of Moving Expenses Not Reimbursed by Employer
  • Amount Paid for Preparation of Last Year’s Tax Return
Child Care Expenses*
  • Fees Paid to a Licensed Day Care Center or Family Day Care for Care of an Infant or Preschooler
  • Wages Paid to a Baby-Sitter

*Don’t include expenses paid through a flexible spending account at work

Health Insurance
  • Form 1095-A If You Enrolled in an Insurance Plan Through the Marketplace (Exchange)
  • Form 1095-B and/or 1095-C If You Had Insurance Coverage Through Any Other Source (I.E . An Employer, Insurance Company, Government Health Plan Such as Medicare, Medicaid, CHIP, TRICARE, va, Etc.)
  • Marketplace Exemption Certificate (ECN) If You Applied for and Received an Exemption From the Marketplace (Exchange)
Self-Employed
  • Forms 1099-MISC, Schedules K-1, Income Records to Verify Amounts Not Reported on 1099s
  • Records of All Expenses — Check Registers or Credit Card Statements, and Receipts
  • Business-Use Asset Information (Cost, Date Placed in Service, Etc.) for Depreciation Office in Home Information, If Applicable
  • Record of Estimated Tax Payments Made (Form 1040ES)
Charitable Donations
  • Cash Amounts Donated to Houses of Worship, Schools, Other Charitable Organizations
  • Records of Non-Cash Charitable Donations
  • Amounts of Miles Driven for Charitable or Medical Purposes
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