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!
Thank you for your business,
Affordable Document Services
✔ 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!
Thank you for your business,
Affordable Document Services