Are you confused which documents to bring with you during your next tax appointment to file your Tax Return?
Take a look at this helpful Tax Preparation check list to make sure you aren’t forgetting anything when you ready to file your tax return with us. Make sure to gather all the necessary documents which are applicable to you.
- W-2 Forms - Latest Income Statements for all jobs
- 1099 Forms - Latest Income Statements (1099-Misc, Unemployment 1099-G, 1099-K, any 1099s)
- 1098 - Recent statements from all Mortgage Interest Deductions
- 1098-T - Qualified tuition or educational expenses
- Recent stock investment statements for review of tax efficiency and appropriateness
- Recent 401K or other tax-deferred saving plan statements for review
- All information pertaining to any currently owned individual retirement accounts (IRAs)
- Prior year tax returns for review (if applicable)
- Information about any current pension plans
- Current life, long-term care, and disability insurance policies
- A list of any debt balances and corresponding interest rates
- Settlement / closing statements from all real estate sales and purchases
- Accounting Records (Income / Expense summaries) for your business
- Accounting Records (Income / Expense summaries) for your rental properties