Income:

• W-2 Forms
• Business Income (Form K -1, Form 1099-MISC, etc. )
• Farming Income
• State Tax Refund (Form 1099-G)
• Unemployment Income (Form 1099-G)
• Alimony Received
• Retirement Income (IRAs, pensions, annuities) (Form 1099-R)
• Social Security Income (Form SSA-1099)
• Bank Interest Statements (Form 1099-INT)
• Broker Statements:
      lnterest Income (Form 1099-INT)
      Dividend Income (Form 1099-DIV)
      Capital Gains from sale of stocks, bonds, mutual funds (Form 1099-B)
• Sale of Home/Property
• Rental Properly Income
• Cancellation of Debt (Form 1099-C)
• Any other miscellaneous income

Expenses/Adjustments:

• Mortgage Interest/Points Paid (Form 1098)
• Mortgage Insurance Premiums Paid
• Real Estate Taxes Paid
• Personal Property Taxes Paid: Auto, Motorcycle, Boat, etc.
• Estimated Tax Payments (include amounts and date of payment)
• Medical. Dental & Eye Care:
      Out-of-Pocket Expenses   
      Medical Savings Acct. Contributions
      HSA Contributions
• Child/Dependent Care Expenses
• Donations:
      Made with check or credit card or cash with receipt
      ltems donated with receipt
      Mileage
• Student Loan Interest Paid (Form 1098-E)
• Tuition Paid (Form 1098-T)
• Moving Expenses
• Unreimbursed Employee Expenses
• IRA Contributions
• Educator Expenses
• Adoption Expenses
• Casualty or Theft Losses
• Any other miscellaneous tax expenses/adjustments

Direct Deposit:
    If you'd like your refund to be paid by direct deposit, please bring your bank account number and your bank routing number and indicate whether it is a checking or savings account.

Tax Credits for 2011:

• Energy Tax Credits (for energy efficient improvements to your home)
• Education Credits

If you have any questions while compiling your personal income tax documents please call us at 910-799-0880. If you are interested in learning more about our personal income tax preparation services we would love to speak with you!

_Preferred Accounting, Inc. is a Wilmington NC Accounting Company located at 890 S. Kerr Ave., Suite 230, Wilmington, NC 28403. 910-799-0880.