R. Daniel McNeely, CPA - Certified Public Accountant, Roswell, GA
My Blog

Check list of items to bring

WHAT KIND OF STUFF DO YOU NEED TO BRING ME?
 
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

 

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