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!! |
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