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Something that is required in advance !!
A small amount of planning can go a long way in preparing an accurate tax return within a very short time. We would suggest you to collect the following information/documents before you start preparing your tax return. |
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| General |
- Your SSN.
- Spouse SSN, if filing status is married, filing jointly or separately
- Dependent’s SSN
- Medical expenses record.
- Charitable contribution record.
- Accounting record of your business.
- Asset purchase record.
- Direct deposit information – name of institution, account number, type |
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| Specific |
- Previous year’s Federal & State Return
- Wages -W -2
- Interest Income - Form 1099 –INT
- Dividend Income – Form 1099-DIV
- Sale of stock, bonds etc. – Form 1099-B
- Vehicle mileage record.
- Home property details – total area, home office area, expenses record.
- Rented home – rent paid.
- Mortgage Interest – Form 1098
- IRA/ Pension Distribution – Form 1099-R, Form SSA - 1099
- Form 1099G
- Sale of Property – Sale proceeds, Cost, Expenses
- Jury duty pay records.
- Form W -2G
- Form 1099-MISC
- Form – 1099MSA
- Scholarship records.
- Household employment records.
- Bank Statements
- IRA contribution record.
- Form – 1098 E
- Casualty, theft – record of property – cost, fair market value, insurance, appraisalfees.
- Job travel record.
- Household employees record – employees SSN, wages paid, taxes withheld
- Estimated tax payment record |
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