Resources

    A List of Items to Bring to Magic World Tax Services

  • 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.

 

    PERSONAL INFORMATION FOR EACH FAMILY MEMBER :

  • • Name
  • • Date of Birth
  • • Social Security Card /ITIN/ATIN
  • • Last Year’s Tax Return
  • • Valid Driver’s License   OR Pass Port

    INCOME AND TAX INFORMATION :

  • (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

    A List of Items to Bring to Magic World Tax Services

  • (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)

    DEDUCTIONS/ADJUSTMENTS :

  • (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

    TAX CREDITS :

  • (1) Child Care Provider/Address and Employer Identification Number (EIN) or
  • (2)Social Security Number (SSN)
  • (3) Adoption Expenses
  • (4) Retirement Savings Contributions