McNair Tax Service
McNair Tax Service

What You Need to Bring

To help save you time and money, review the following list before visiting McNair Tax Service for your income tax preparation. If you have any of the items listed below available, bring them to your tax interview.

Personal Information

  • Driver's License
  • Social Security Card(s)
  • Dependents Social Security Numbers and Dates of Birth
  • Last Year's Federal and State Tax Returns

Income Information

  • W-2 Forms
  • Form 1099 - Pension or Retirement Income
  • Form 1099G - Unemployment Income
  • Form SSA 1099 Social Security Income
  • Form 1099 Int/Form Interest and Dividend Income
  • Form 1099B Sales of Stocks and Bonds
  • Form W-2G Lottery or Gambling Winnings
  • Form 1099C Cancellation of Debt
  • IRA Contributions
  • Form 1099G - State Income Tax Refund Amount
  • Alimony Paid or Received
  • Commissions Received
  • 2008 Stimulus Rebate Check Amount (amount actually received)

Business Information

  • Form 1099 Misc Self Employed Income & Expenses
  • Commissions Paid
  • Income and Expenses from Rentals
  • Schedule K-1 Income from Partnerships, S Corporations, Trusts, and Estates
  • Record of Purchase or Sale of Residence
  • Estimated Taxes

Personal Expense

  • Child Care Expenses & Provider Information
  • Form 1098 Mortgage or Home Equity Loan Interest Paid
  • Real Estate and Personal Property Taxes Paid
  • Form 1098-T - Tuition and Education Fees
  • Form 1099-E - Student Loan Interest
  • State or Local Sales Taxes Paid - Foreign Taxes Paid
  • Moving Expenses
  • Lottery or Gambling Losses
  • Casualty or Theft Losses
  • Cash and Non-Cash Charitable Donations
  • Unreimbursed Employment-Related Expenses
  • Job Related Educational Expenses
  • Medical, Eye Care and Dental Expenses
  • Educator Expenses
  • State and Local Tax Payments
  • Other Interest Paid

Get in Touch With Us.

Call us at 310 219-0454 with any questions or to schedule an appointment.

 

McNair Tax Service

14039 Hawthorne Blvd

Hawthorne, CA 90250

 

Office Hours

You can reach us during the following hours:

Tax Season 10AM - 7PM

Off season 10AM - 3PM

 

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