Tax Preparation Services
Table of Contents
Services Provided
- Personal tax preparation
- E-file
- Review of previous returns
- Tax evaluation
- Estimated taxes
- Tax services are not offered through or supervised by Lincoln Investment Services.
What To Bring
To help save you time and money, review the following list as you prepare for your tax appointment. If available, bring the applicable items from this list to your appointment to help us prepare a tax return that results in the largest allowable refund for you.
- Dependents’ Social Security Numbers & Dates of Birth
- Last Year's Federal Tax Returns
- Wage Statements - Form W-2
- Pension or Retirement Income - Form 1099-R
- Interest and Dividend Income - Form 1099-INT/Form 1099-DIV
- State Income Tax Refund Amount - Form 1099-G
- Social Security Income - Form SSA-1099
- Unemployment Income - Form 1099-G
- Commissions Received/Paid
- Information on sales of Stocks or Bonds - Form 1099-B
- Self-Employed Business/Farm Income & Expenses - Form 1099-MISC
- Lottery or Gambling Winnings - Form W-2G
- Lottery or Gambling Losses
- Income and Expenses From Rentals
- Income from Partnerships, S Corporations, Trusts, and Estates - Schedule K-1
- IRA Contributions
- Alimony Paid or Received
- Child Care Expenses & Provider Information
- Medical, Eye Care, and Dental Expenses
- Cash and Non-cash Charitable Donations
- Record of Purchase or Sale of Residence
- Mortgage or Home Equity Loan Interest Paid - Form 1098
- Real Estate and Personal Property Taxes Paid
- State or Local Sales Taxes Paid
- Un-reimbursed Employment-Related Expenses
- Job-Related Educational Expenses
- Educator Expenses
- Tuition and Education Fees - Form 1098-T
- Student Loan Interest - Form 1098-E
- Casualty or Theft Losses
- Estimated Taxes
- Foreign Taxes Paid
Top 10 Overlooked Deductions
This is a list of the most easily overlooked tax deductions. Not every item will be applicable to your situation.
- State and local sales tax
- Educator expenses
- Tuition and fees
- Student loan interest
- Half of the self-employment tax paid
- Self-employed health insurance premiums
- Penalty on early withdrawal of savings
- Alimony paid, but not child support
- Medical transportation expenses including tolls, parking, and mileage for trips to health facilities, doctor's offices, laboratories, etc.
- Nursing home expenses that are primarily for medical care
Top 10 Overlooked Credits
- Adoption Credit
- Child and Dependent Care Credit
- Child Tax Credit
- The Additional Child Tax Credit
- Earned Income Credit
- Hope and Lifetime Learning Credits
- Retirement Savings Contributions Credit
- Residential Energy Efficient Property Credits
- Alternative Motor Vehicle Credit
- Residential Energy Credits
