R. Daniel McNeely, CPA - Certified Public Accountant, Roswell, GA
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Check list of items to bring

Important things to track down and bring to me, and include with the
completed Organizer or enclosed in the package you bring to me:
-- ALL copies of your W-2 from your employer
--Copies of Social Security cards for children born in 2017
-- Form 1095-A ( a new form only for people who obtained medical
    insurance on the OBAMACARE Marketplace website last year)
--Forms 1095-B/C if your employer provided the medical insurance
-- 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 late 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 and back)            
    for all real estate sales and purchases
-- Forms reporting any college tuition paid for you or your children
  (usually the college will send to you on a Form 1098-T)
--A total for books purchased and fees paid for children attending college
--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 business expenses not reimbursed to you by your    
    employer (meals, travel, continuing education, etc.)
--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
-- Last year’s return ONLY if I did not prepare it
--Copies of your drivers license ONLY if you moved to Georgia this year
-- Any edible food that doesn’t look or smell really bad, or the good old standby,
   Diet Mtn. Dew and Chick-Fil-A


13 Comments to Check list of items to bring :

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