Syverson Tax Service

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Personal Information:

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• "Full Legal Name" of Each Person Listed on Return (Including Dependents)

• "Social Security Number" of Each Person on the Return (Including Dependents)

  • Please bring Social Security Cards​

• "Birthdate" of Each Person on the Return (Including Dependents)

• Current Mailing Address

• Current Phone Number

• Email Address

 

 

Income Statements:

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• W-2

• 1099-Misc

• Unemployment Earnings (1099-G)

• K-1

• Interest Statements (1099-INT)

• Social Security Statements (SSA-1099)

• Gambling Winnings (1099-G)

• Stock/Bonds reporting (1099-DIV, 1099-B)

• Cancellation of Debt (1099-C)

• Any other income statements or records

 

 

Expense Records:

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• Mileage Records

• Receipts for Business Expenses

• Personal Expense Records

• Medical Expense Records

 

 

Other Statements:

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• Student Loan Interest Paid

• Tuition Statement (1098-T)

• "Closing Statements" from Home Purchase

• Mortgage Interest Statement (1098)

• Certificate of Rent Paid (MN, WI residents)

• Charitable Contribution Records or Receipts

• Daycare Expenses

• School Supply Receipts

• Proof of Health Insurance (1095-A, 1095-B, 1095-C)

• HAS/FSA Records

• IRA Contributions (Outside of Payroll Deductions)

• Vehicle Tab Renewal

• Purchase Agreement for Large Purchases (Examples: Car, ATV, RV, Motorcycle​)

 

 

Other Things To Bring:

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• Copy of Prior Year Return (New Clients Only)

• Direct Deposit Information (Routing and Account Number)

• Proof of Eligibility to Claim Children (If Eligible)

  • Most common forms: Birth Certificate, custody paperwork, adoption/placement paperwork. ​

• Proof of Identification (Drivers License)

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*The Above List is NOT All Inclusive.

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*Please Note: Any Information PROVIDED OR NOT PROVIDED is the Responsibility of Taxpayer to Prove in the Course of a Governmental Audit.

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*It is the taxpayers responsibility to VERIFY their return and all its contents.