What to bring.... Tax Return Checklist

Here is a handy checklist of the most frequent items you may need to prepare your tax return:

✔   W-2s (Wage  statement) from all your employers

✔   1099-INT (interest statements) from all your banks  and  mutual funds

✔  1099-DIV (dividend statements) from your stock broker  or mutual fund

✔  1099-R (distributions from a pension or IRA)

✔   1099-G (Government payments) if you got a state tax refund  last year

✔   1099-MISC if you had any miscellaneous income from prizes, awards, etc.

✔   Charitable receipts or canceled checks  from your church or charity

If you own a house

✔   1098 Mortgage  interest statement

✔   Property  taxes  paid (bill from the  county or your canceled check)

If you had your own business:

✔   Any 1099MISC forms you received for your services as an Independent Contractor

✔   A list of commissions, payments or sources of income

✔   Lists of expenses including: auto  expenses (mileage), office expenses, legal &

Professional fees, supplies, telephone, travel and  meals, equipment

If applicable:

✔   Investment, tax return, and  safe  deposit box receipts

✔   Child care  receipts

✔   Unreimbursed employee expenses

✔   Medical receipts if you had  major medical expenses

✔   Statements on college tuition paid or interest paid on student loans

I know it seems like a lot of papers, but keeping good  records  is the  key to lower taxes!  

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