Document Check List

Documentation Needed to Complete your Tax Returns

Wages, Interest, Dividends and Other Miscellaneous Income

Any W-2s or Form 1099s, together with records of any other compensation received during the year.

K-1 Forms

Any Schedule K-1s you received from Partnerships, S-Corporations, estates or trusts of which you are an investor or beneficiary.

Business Income and Expenses

Business income and expenses from any unincorporated business you operated during the year (sole proprietorship). This may include businesses for which you received a Form 1099 or partnerships or S-Corporations from which you received a Schedule K-1.

Investment Income and Expenses

Details as to any investment property, including stocks, bonds and real estate, you sold during the year. In addition to the type of property sold, we will need the purchase date, number of units purchased, purchase price, sale date, number of units sold and sales price.

Other Income Items

Details as to any other sources of income, such rents, royalties, trusts and estates, farming, unemployment compensation, social security benefits, gambling, jury duty pay and any other income received during the year.

Retirement Plan Contributions and Distributions

The date and amount of contributions made to an Individual Retirement Account (IRA), Simplified Employee Pension (SEP) or Keogh.

Alimony and Child Support

This includes details as to the amount of alimony you either paid or received during the year, as well as any child support and medical expenses not reimbursed through insurance or otherwise.

Medical Expenses

If you had significant medical, dental or medication expenses not reimbursed by your health insurance, we will need information about such expenses. Amount of after-tax contributions to your Health Savings Account.

Taxes

In addition to taxes withheld at the source and already reflected on your W-2s and Form 1099s, provide information as to any other taxes you paid during the year, including federal, state and local income tax and estimates, real property tax and sales tax on major purchases.

Personal Residence

We need Form 1098 furnished by your mortgage interest lender. If you purchased a residence or refinanced a mortgage during the year, we need the settlement sheet, which will reflect any interest charges paid at settlement, including "points." If you sold a personal residence during the year, we will need the closing statement from the sale, and similar information about any replacement residence that you purchased.

Contributions

The dollar amount of any gifts to churches or other charities, in cash or property, the names of such charitable organizations. Also, if you used your personal vehicle in performing services for charitable organizations, we will need your mileage.

Certain Losses

Information regarding any losses due to casualty or theft, together with any insurance reimbursements received. This includes flood or other natural disaster losses, personal or business.

Employee Business Expenses

Information with respect to any employee business expenses incurred during the year, which were not reimbursed by your employer, such as work-related entertainment, travel or educational expenses. Teachers should provide their unreimbursed classroom expenses.

Other Deductible Expenses

We will also need records relating to any other deductible expenses, such as moving expenses, professional dues, tax return fees, investment fees, investment interest paid and gambling losses.

Military Pay

If active duty pay was received, provide a copy of government orders.

 
 
 
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