What you need to bring for personal returns:
- W2’s (last pay stub does not qualify as a W2)
- 1099R – Pension/ Annuity/ IRA Statements
- 1098 – Mortgage Statements
- Donations, Medical Expenses, all Gambiling Statements (Winnings & Losses)
- Real Estate Taxes paid
- 1099INT/DIV – Interest Earned and/or Dividends
- 1099B Stocks bought & sold (basis needed)
- Child Care expenses including name, address and SS#/EIN# for provider
- Education expenses including 1098-T from college
- Voided check for clients wishing to use Direct Deposit for their refunds
- Any mailings marked with IMPORTANT TAX DOCUMENTS
- Closing statement MUST be provided for all real estate transactions including purchases and sales of property
What you need to bring for business returns:
- All income statements
- Profit and loss statements
- Business Expenses
- Vehicle expenses and mileage
- Major Asset purchases including date purchased and cost
- Voided check for clients wishing to use Direct Deposit for their refunds
- Depreciation report (if I did not prepare your last year return)
What you need to bring for rental income returns:
- All monies received from rental properties divided by properties
- Mortgage interest statements for properties
- Real Estate taxes for properties
- Expenses for properties by property
- Major Asset purchases or major repairs/maintenance
- Depreciate report (if I did not prepare your last year return)
Note: If I did not prepare your last year tax return, please bring a copy with you to your appointment.