Check list

Tax document check list

Please bring applicable documents listed below:

Personal Returns

  1. All current W-2 and/or 1099 forms provided by your employer
  2. Bank interest statements (Form 1099-INT)
  3. Stock and Dividend statements (Form 1099-DIV)
  4. Long and short term stock gains and losses.
  5. List of expenses for your business (if self employed) or unreimbursed employee expenses. (this is where accounting comes in)
  6. Mortgage interest statements  & Real estate property tax paid for the year(home or land owner only) (Form 1098)
  7. List of expenses for your rental property
  8. College or Graduate School statement (Form 1098-T)
  9. School Loan Interest (Form 1098-E)
  10. Health Insurance Marketplace Statement “Obama care” (Form 1095-A, 1095-B or 1095-C if you did not have health insurance for the full year)
  11. K-1 form from your Corporation or LLC
  12. Any donation amounts you gave during the year.
  13. Distributions from Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, (Form 1099-R)
  14. Social Security Benefit statement (SSA/1099)
  15. A copy of last years tax return ( new clients only )