What Should You Bring to Have Your Tax Return Prepared?
Wednesday, January 13, 2016
Following is a list of the more common items you should bring if you have them.
- - Wage statements (Form W-2)
- - Pension, or retirement income (Forms 1099-R)
- - Form to verify health insurance coverage (Form 1095)
- - Dependents' Social Security numbers and dates of birth
- - Last year's tax return. If we did your taxes last year we have it but it is a good practice to bring it anyway
- - Information on education expenses
- - Information on the sales of stocks and/or bonds
- - Self-employed business income and expenses
- - Lottery and/or gambling winnings and losses
- - State refund amount
- - Social Security and/or unemployment income
- - Income and expenses from rentals
- - K-1’s from any Partnerships , S-Corps or Trusts
- - Record of purchase or sale of real estate
- - Medical and dental expenses
- - Real estate and personal property taxes
- - Estimated taxes or foreign taxes paid
- - Receipts for cash and non-cash charitable donations
- - Mortgage or home equity loan interest paid (Form 1098)
- - Unreimbursed employment-related expenses
- - Job-related educational expenses
- - Child care expenses and provider information. You will need the address and either their EIN or SSN.
- - And any other items that you think may be necessary for your taxes. Generally a good rule of thumb is if you are not sure if you need a document bring it.