List of Documents For Tax Preparation
If you are self preparing your tax return using an online tax preparation service like Turbo Tax or HR Block, or having a tax preparer do your tax return, here is a list of documents that you might have to refer to.
If you are using a CPA or going to a Tax preparation center (storefront), you might have to physically take these documents with you. If you have signed up for paperless statements, remember to sign into your online financial website and print out the forms before going to see the tax preparer.
Tip : Some of these documents may be available online eg. If you have a brokerage account with a major firm like Schwab or Fidelity, the year end statements (eg. 1099-DIV) can be accessed online - usually several days before it is mailed out.
- Wage statements/W-2s
- Self-employment business income and expenses/1099-MISC
- Commissions received/paid
- Pension, retirement income/1099-R
- Unemployment income/1099-G
- Canceled Debt Amount/1099-C
- Social Security income/SSA-1099
- IRA contributions
- Statements on the sales of stocks or bonds/1099-B
- Interest and dividend income /1099-INT/1099-DIV
- Lottery or gambling winnings/losses
- State refund amount/1099-G
- Income and expenses from rentals
- Alimony paid or received
- Record of purchase or sale of residence
- Medical and dental expenses
- Real estate and personal property taxes
- State or local taxes paid. (Your state should send you a form)
- Last year’s Federal and State tax return(s)
- Estimated taxes or foreign taxes paid
- Cash and non-cash charitable donations
- Mortgage or home equity loan interest paid/1098
- Unreimbursed employment-related expenses
- Job-related educational expenses
- Educator expenses
- Tuition and Education Fees/1098-T
- Student loan interest/1098-E
- Casualty or theft losses
- Child care expenses and provider information
- Social Security card(s)
- Dependents’ Social Security numbers and dates of birth
- Driver’s License ( PhotoID)
© Tax-Easy.com
