Income Tax

Tax preparation New regulations require all paid tax return preparers to obtain a PTIN. Renewals for 2012 are expected to start in October 2011. In the future, some preparers will need to pass a competency test and background check, and take continuing education courses.

The following Criteria is required in order for IRS to prepare your Federal Tax Return:

• You, your spouse and any dependents must be U.S. Citizens, Resident Aliens or have a valid Individual Taxpayer Identification Number (ITIN)

• Social Security Number (SSN) information presented must match the SSN on all Wage & Income statements (i.e. Form W-2, Form 1098, Form 1099-R, Form 1099, etc.)

• If your SSN information does not match your Wage & Income statements, you will need to contact the issuer to correct those statements

• Verified ITIN taxpayers are exempt from this requirement You must bring the following (if applicable) in order to have your Federal Tax Return prepared:

• Valid, government issued (i.e. not expired) photo identification for you and your spouse • You and your spouse’s name, address and phone number

• Copies of ALL Forms W-2, 1098, 1099-R, 1099 and the amount of any other income received by you and your spouse

• One of the following for you, your spouse and any other persons listed on your tax return: 1. Social Security Number Card or Letter* 2. Adoption Taxpayer Identification Number (ATIN) Card or Letter* 3. Individual Taxpayer Identification Number Card or Letter* (You must have been issued an ITIN by IRS to quality for e-file) * Official Social Security Administration or IRS ITIN assignment letters are acceptable.

• Date of birth for your, your spouse and your dependents

 • If claiming the Child / Dependent Care Credit, the care provider’s address and Tax Identification Number (TIN) • Form 8332, Release of Claim to Exemption for Child of Divorced or Separated Parents, or copy of divorce decree if you are the non-custodial parent claiming a child as a dependent

• Proof of Account Number and Routing Number of the financial institution for a direct debit or a direct deposit of an anticipated refund into your checking and/or savings account Additional Information:

 • All current year tax returns will be electronically filed#

• A 5-digit Personal Identification Number (PIN) will be required for all e-filed returns, if applicable # 1st Time Homebuyer returns requiring the new Form 5405 must be paper filed. Form and Schedules that IRS will prepare:

• Form 1040 • Form 1040EZ • Form 1040A • Form 1040X - 1040X returns cannot be e-filed

• Schedules A, B - Interest and Dividends; ordinary and qualified • Schedules C-EZ • Schedules D - Cancellation of debt income only; No business or farm expenses • Schedule R • Earned Income Tax Credit (EITC) - ITIN taxpayers are not eligible for EITC

• Schedule SE with Schedule C-EZ only

• Reduction of Tax Attributes Due to Discharge of Indebtedness (Form 982)

• Underpayment of Estimated Tax by Individuals, Estates and Trusts (Form 2210) - Cancellation of debt income only • Dependent Care (Form 2441)

• Moving Expenses (Form 3903)

 • Casualties and Thefts (Form 4684)

• Additional Taxes on Qualified Plans (Form 5329) • First-Time Homebuyer Credit (Form 5405) • Residential Energy Credit (Form 5695)

• Nondeductible IRAs and Coverdell ESAs (Form 8606) • Additional Child Tax Credit (Form 8812)

• Exclusion of Interest from Series EE and U.S. Savings Bonds (Form 8815)

 • Adoption Credit (Form 8839)

 • Archer MSAs and Long-Term Care Insurance Contracts (Form 8853)

 • Education Credit (Form 8863) • Retirement Savings Credit (Form 8880)

 • Health Insurance Credit for Eligible Recipients (Form 8885)

• Direct Deposit of Refund (Form 8888) • Health Savings Accounts (Form 8889) • Tuition and Fees Deduction (Form 8917)

• Social Security

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