What paperwork do I need to prepare my tax return?
Here’s a list of the most common items to bring for me to prepare your tax return
W-2 forms (Wage Income)
1099-R (Pension Plan, Retirement)
1099-SSA (Social Security)
1099-MISC (Miscellaneous Income)
any other 1099 forms.
Full Name, Social Security Numbers, Birth dates
Real Estate Taxes
2nd Mortgage/Home Equity Loan Interest
Employee Expenses which have not been reimbursed
(uniform cleaning, work tools, union dues, safety gear, etc.)
miles driven for work purposes
Business travel expenses
Employment/Job seeking fees
Home Office Expenses
(broker fees, safety deposit box fees)
Student Loan Interest Paid
Tax Return Preparation fees
Doctor visits, Co pays, Prescription Drugs, Operations, Insurance Premiums, Labs, X-Rays, Dental visits, Dentures, Braces, Glasses & Contact Lenses, Hearing Aids, Hearing Aid Batteries, Orthopedic Shoes, Therapy Treatments, Canes/Crutches/Braces, Wheelchairs, Visiting Nurses/In-Home Care, Hospital/Emergency Services, Blood work.
(fire, accident, theft, natural disasters)
(if purchased a home this year)
to compute deductible closing costs
(need provider's Name, Address, EIN or SSN, and amount paid)
Self Employed Business Expenses
(advertising, legal or professional services, vehicle expenses - mileage or actual expenses, office expenses, rent or lease payments, utilities, telephone, repairs/maintenance, supplies, taxes/licenses, continuing education, travel/meals, and others that might pertain to your business)
Proof of healthcare
for entire family
Copy of prior year tax return
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