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My Blog

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WHAT TO BRING

Posted on April 9, 2020 at 8:58 PM
WHAT KIND OF STUFF DO YOU NEED TO BRING ME?
 
 
Important things to track down and bring to me to assist in your 2019 taxes:
 
 
---LAST year’s return but ONLY if I did not prepare it for you
--- ALL copies of your W-2 from your employer
---Copies of Social Security cards for children born in 2019
--- Form 1095-A ( ONLY if you had medical insurance from the
      OBAMACARE Marketplace website last year)
--- Forms 1099 for any extra income you might have earned during the year
--- Forms 1099 for dividends and interest earned
--- Forms 1098 from stock brokerage accounts (sometimes those
    don't get mailed out til mid February)
--- Information on any stock sales made during the year (and including
    any information on your cost of the stocks you may have sold)
---Forms 1099 for any pension retirement income or IRA distributions
---Forms reporting any unemployment income you may have received
---End of the year statement from your mortgage or home equity loan
   detailing the total interest paid along with the property tax amounts
---Closing documents (usually just the settlement statement – front &back)            
    for all real estate sales and purchases
---Forms reporting any college tuition (1098-T) paid for you or children
---Forms reporting any interest paid on student loans
---Schedule K-1 for partnerships, corporations, and trusts
---Year end receipts from churches, Goodwill, and other charities
---The name, address, and tax id number of child care providers
---Summary of any expenses and income you may have earned in
    any side businesses you operated during the year
­­---A voided check for use in electronic filing
---Copies of your drivers licenses for you and spouse (sometimes needed to         
    verify identity for IRS)
---And as always any Chic Fil A or Diet Mt Dew you have laying around!!
 

Categories: COVID 19 UPDATE

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