The following information will be needed only if you have not provided it to us before:
- Names, social security numbers, and dates of birth for you, your spouse, and your dependents. (These must match the records at the Social Security Administration)
- Address and telephone number, county of residence and employment
Information needed each year (this list is not all inclusive):
- Changes in filing status, dependents, address, or telephone number
- Forms 1095A, B or C if you have qualified health insurance
- W‑2 forms
- 1099 forms for interest or dividends you received
- 1099 forms for unemployment benefits, social security benefits received or cancelled debt.
- Any other income received – please include an explanation
- Sale of stocks, bonds, or other investments – date bought and sold and the purchase and selling price
- Child care expenses – the name, address, and ID number of the provider and the amount you paid
- Quarterly estimated taxes – date and amount of each payment
- Deductions allowed even if you don’t itemize:
- Contributions you made to an IRA, HSA, or MSA account
- Amounts you paid for qualified energy efficient improvement items such as insulation, windows, doors, furnaces, metal roofs, solar panels, and more.
- Student loan interest and tuition fees
- Self employed retirement plan contributions and health insurance premiums
- Amounts paid for alimony, certain moving expenses, and early savings withdrawal penalties.
- Teachers can deduct up to $250 for classroom supplies that they purchased with their own money.
- Itemized deductions – totals you paid for:
- Real estate tax
- Auto excise and wheel tax
- Home mortgage interest
- Charitable contributions
- Medical expenses (only deductible if they exceed 10% of your income; 7.5% if you are over age 65)
- Miscellaneous deductions (union dues, safety shoes, tax preparation fees, safe deposit box fee, work related expenses, etc. (only deductible if they exceed 2% of your income)
State information needed each year:
- Rent – the amount paid and your landlord’s name and address
- The state also requires you pay use tax (sales tax not collected) on out‑of‑state purchases such as online orders, magazine subscriptions, etc.
- Donations to Indiana colleges or universities – we will need the name of the school, date, and amount. INDIANA WILL CREDIT YOUR TAX FOR HALF OF THE CONTRIBUTION UP TO $200 IN TAX ON A JOINT RETURN.
- Contributions made to a College Choice 529 plan. Indiana will credit your tax for up to $1,000 if you contribute up to $5,000 to an Indiana plan.
- Property tax paid on your Indiana home EVEN IF YOU DON’T ITEMIZE ON YOUR FEDERAL RETURN.
- Private school or home-school expenses for tuition, fees, computer software, textbooks, or school supplies up to $1,000 per qualifying child.
If you would like to receive worksheets to record your information, please let us know. We will be happy to provide these at no charge.