Resources
- To help save you time and money use the following list as you prepare for
- your tax interview at Magic World Tax Services.
- Call Today to setup your appointment at Magic World Tax Services.
- (718) 930 – 2149 or fax (212) 213-1829.
- If available, bring the applicable items from this list to your tax interview, to
- help us prepare a tax return that results in the largest allowable refund for you.
A List of Items to Bring to Magic World Tax Services
- • Name
- • Date of Birth
- • Social Security Card /ITIN/ATIN
- • Last Year’s Tax Return
- • Valid Driver’s License OR Pass Port
PERSONAL INFORMATION FOR EACH FAMILY MEMBER :
- (1) W-2’s
- (2) Interest (1099- INT or substitute)
- (3) Dividend Slips (1099-DIV or substitute)
- (4) Stock Sales (1099-B or Broker Statement)
- (5) Self-Employment Income and Expenses
- (6) Sale of a Personal Residence
- (7) Rental Income and Expenses
- (8) Sale of any Business Assets
- (9) Gambling or Lottery Winnings
INCOME AND TAX INFORMATION :
- (1) State Income Tax Refund
- (2) Pension Income (1099-R)
- (3) Estimated Taxes Paid
- (4) Social Security or Railroad Retirement
- (6) IRA or 401(k) Distribution
- (7) Unemployment Compensation
- (8) Miscellaneous Income (1099-MISC)
A List of Items to Bring to Magic World Tax Services
- (1) Medical Expenses
- (2) Real Estate or Personal Property Taxes
- (3) Mortgage Interest
- (4) Charitable Contributions
- (5) Employee Business Expenses
- (6) Gambling Losses
- (7) Moving Expenses
- (8) Traditional IRA Contributions
- (9) Higher Education Expenses
- (10) Educator Expenses
- (11) Student Loan Interest
DEDUCTIONS/ADJUSTMENTS :
- (1) Child Care Provider/Address and Employer Identification Number (EIN) or
- (2)Social Security Number (SSN)
- (3) Adoption Expenses
- (4) Retirement Savings Contributions
TAX CREDITS :