Here’s a checklist that will help you organize the documents that are necessary for your tax preparer to assist you in the preparation of a complete and accurate return.
- Estimated tax payments
- Wages, salaries, and other employee compensation – Forms W-2
- Pension and annuity income – Forms 1099R
- Social Security benefits received – Forms SSA
- Interest income, statements of tax exempt interest earned, and
- seller-financed mortgages – Forms 1099-INT
- Dividend income and statements of tax exempt dividend earned – Forms 1099-DIV
- Miscellaneous income – Forms 1099 or other forms
- Stock brokerage statements
- Income from business – Attach a schedule of income and expense for each business
- Details of home office expenses
- Capital gains and losses – Forms 1099-B and 1099-S
- Sale/purchase/refinance of personal residence; home equity loans
- Job-related moving expenses
- Rental income – Provide a separate schedule for each property
- Income from partnerships, estates, trusts, or S corporations – Forms K-1
- Contributions to retirement plans including IRA’s and ROTH IRA’s
- Alimony paid/received
- Itemized deductions including:
- Medical and dental expenses
- Taxes (including Sales Tax!)
- Interest – Mortgage, student loan, other
- Contributions, including expenses incurred in performing volunteer work, auto mileage
- Casualty and theft losses
- Investment-related expenses
- Employee business expenses
- Business mileage and travel
- Child care expenses
- Education Expenses
- Please note any changes in dependents or filing status.
ps, a nice bottle of wine is always appropriate.
