What to Bring for Tax Preparation

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-  All Form W-2's, W-2G and 1099-Misc
-  Interest Statements Form 1099-INT
-  Dividend Statements Form 1099-DIV
-  IRA & Pension Statements (for withdrawals) Form 1099-R
-  Miscellaneous income statements Forms 1099-MISC, 1099-K, 1099-S, 1099-B, 1099-G, etc.
-  Abandonment of Property & Cancellation of Debt Form 1099-A & 1099-C
-  Amounts of any (Roth or traditional) IRA contributions you made for the tax year Form 5498
-   Sales of Stocks & Bonds Form 1099-B. Brokerage Statements: MUST have your Cost for Stocks/Bonds sold & date acquired
-  Statement of Student Loan Interest Form 1098-E
-  Tuition Statements & Form 1098-T.  PLUS Receipts for book & technology purchases for college
-  Mortgage Interest Statements Form 1098
-  Health Savings Account Statements Form 1099-SA, 5498-SA
-  Copy of Closing Statement (HUD-1) if Bought/Sold Home or other property (Need Closing Stmt for both Old Home and New Home)
-  Receipts & manufacturer information on energy credit purchases for your home
-  Medical expenses, including after-tax insurance premiums, doctor, dental, vision care, hospital & pharmacy bills
-  Local tax forms or paid receipts
-  K-1 forms for Partnerships, S-Corporations, Trusts or Estates
-  Receipts for cash and/or non-cash charitable contributions, or a list of organizations & amounts
-  Records of unreimbursed business expenses & mileage required for your job
-  Rental income & expenses for rental property
-  Copies of any other Statements you think might be relevant

If You're Self-Employed 

-  Total Sales or Receipts, and Forms 1099-MISC and 1099-K received
-  Car and Truck Expense (Need BOTH business miles and non-business miles whether you deduct actual expense or standard mileage allowance)
-  Advertising, Insurance, Business Interest, Office Supplies, Rent, Repairs, Supplies
-  Taxes, Meals when out of town overnight, Motel, Airfare, other Travel expenses
-  Salaries paid employees (W-2 Wages), Subcontractor payments including copies of 1099-MISC filed
-  Purchases for resale, Ending Inventory
-  Cost and date of Purchase for any new equipment, computers, machines, etc.
-  Health Insurance
-  Payroll records for new employment tax & health insurance credits

Home office for your business

-  Square footage of office to total for home
-  Cost of home and date you began using it as a home office
-  Annual expenses for homeowner’s insurance, utilities and repairs on your home
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