What To Bring To Your Tax Appointment
First time clients:
- Last year’s tax returns
- Social security numbers and dates of birth for all members of your household
Everyone needs to bring:
- The current year’s W-2’s and/or 1099’s
- Savings/checking Interest and Dividends Statements
- Tax refunds from prior year (State and/or city)
- Income and expenses of sole proprietor businesses (Schedule C)
- Miles driven for business purpose, if applicable
- Capital Gains/Losses-Brokerage Firm Statements including cost basis of securities sold during the year, with purchase date
- IRA/Pension distributions (1099R)
- Income and expenses of rental property (Schedule E)
- Any K-1’s issued from Partnerships, S-Corp’s or Trusts
- Unemployment compensation (1099)
- Social Security benefits
- Mortgage Interest statement (1098) and real estate tax paid
- Un-reimbursed business expense – dues, uniforms, safety supplies (boots)
- Statement of childcare expenses
- Statement of tuition paid to accredited colleges (1098T)
- List of estimated taxes paid to IRS, states and cities, if applicable