A. Morris "Moe" Hanna Licensed Tax Practitioner 1445 Windsor Drive San Dimas, CA 91773 (909) 592-3416 Office (909) 967-7439 Cell moetax@yahoo.com CTEC ID: A146706 Resource Links: Dept of the Treasury Internal Revenue Service State of California Franchise Tax Board The process of preparing your own income taxes can be frustrating and confusing. Why not let "Moe" help you prepare and file your tax returns? He has the tools, expertise and resources to help you prepare your return and get the maximum refund in the shortest amount of time possible. April 15th will be here before you know it! CHECKLIST When preparing for your appointment, please use this checklist to gather your information: Social Security numbers: Personal Spouse Dependents Child care provider Alimony recipient Personal income: Employment income W-2 forms Unemployment income 1099-G forms Interest income 1099-INT & 1099-OID forms Dividend income 1099-DIV forms Brokerage transactions 1099-B forms Distributions from medical savings accounts 1099-MSA forms Retirement plan distribution 1099-R forms Social Security benefits SSA-1099 forms Alimony received Gambling and lottery winnings W-2G forms Jury duty pay records State and local income tax refunds 1099-G forms Other miscellaneous income Dependents Child care provider Alimony recipient Self-employment income: Business income 1099-MISC forms or own records Partnership income K-1: 1065 forms S Corporation investment income K-1: 1120S forms Rental property income 1099-MISC forms or own record Business-related expenses Employment and business taxes paid Homeowner information: Mortgage Interest 1098 forms Property sales proceeds 1099-S forms Real estate taxes paid Rent paid Moving expenses Personal expenses: Charitable donations Alimony paid Adoption expenses Medical and dental expenses Child care expenses Expenses relating to employment or volunteer work Education tuition 1098-T form Student loan interest 1098-E form Investment expenses Expenses relating to job hunting or education Tax return preparation fees Wages paid to household employees Retirement plan contributions Federal, state & local income tax paid for current year Records for any other expenses that may be deductible