Prepare for Tax Season with this Checklist

Tax season is upon us and it is time to file your tax return again. Before you meet with your dedicated certified public accountant, make sure you have all of the necessary information required to complete your filing. Using this checklist, you can meet with your accountant and have your tax return filed in no time!

•    Personal information of you, your spouse, and your dependents when applicable

o    Social Security Numbers

o    Dates of Birth

•    Income information such as W-2, 1099, social security benefits, rental property income / expenses, unemployment, etc.

o    W-22 o    1099

o    Social Security Benefits

o    Rental Property Income / Expenses

o    Unemployment

o    Alimony received

o    Business / farming income

o    Miscellaneous income from gambling winnings, scholarships, etc.

•    Income adjustment information

o    Homebuyer tax credit

o    Green energy credits

o    IRA contributions

o    Mortgage Interest

o    Student loan interest

o    Medical Savings Account contributions

o    Alimony paid

o    Pension information

•    Credit / deduction information

o    Child care costs

o    Education costs

o    Adoption costs

o    Investment interest expenses

o    Charitable donations

o    Medical expense records

o    Casualty / theft losses

o    Rental property income / expense

o    Home / Business expenses

Don’t forget, the deadline to file your taxes is Tuesday, April 18th! Call today to schedule an appointment for tax preparation.