Individual Income Tax Return Checklist
Sample Information we need to prepare your Individual Income tax return:
HERE'S WHAT YOU GET:
- Names, Birth dates and social security numbers for you and all dependents
- Marital status
- W-2 forms
- 1099 forms, bank and broker statements
- Business income, expenses and asset depreciation details
- Rental income and expenses
- Real Estate closing statements
- K-1 forms from S-Corporations, Partnerships, Estates or Trusts
- 1099 forms for pension and retirement plan distributions
- Social Security Statements
- Alimony income/payments
- Other taxable income- 1099-misc forms
- Retirement plan contributions
- Medical Savings accounts and self employed health insurance
- Student loan interest
- Education costs
- Details of Itemized deductions - Medical, Taxes, Interest, Charitable contributions and miscellaneous deductions- tax preparation, employee business expenses, investment expenses
Individual Income Tax Return Checklist
Sample Information we need to prepare your Individual Income tax return:
HERE'S WHAT YOU GET:
- Names, Birth dates and social security numbers for you and all dependents
- Marital status
- W-2 forms
- 1099 forms, bank and broker statements
- Business income, expenses and asset depreciation details
- Rental income and expenses
- Real Estate closing statements
- K-1 forms from S-Corporations, Partnerships, Estates or Trusts
- 1099 forms for pension and retirement plan distributions
- Social Security Statements
- Alimony income/payments
- Other taxable income- 1099-misc forms
- Retirement plan contributions
- Medical Savings accounts and self employed health insurance
- Student loan interest
- Education costs
- Details of Itemized deductions - Medical, Taxes, Interest, Charitable contributions and miscellaneous deductions- tax preparation, employee business expenses, investment expenses