Items Needed To Prepare Your Return
STUDENTS
1) 1098-T Form from your School - You can download this form
from your school's website.
HOMEOWNERS
1) 1098 Statement from all your lenders to deduct your
mortgage interest.
2) Vehicle Registration Costs
3) Property Tax Statements from the county (if your mortgage is impounded, it will list it on your 1098 statement)
4) Donations Statements
2) Vehicle Registration Costs
3) Property Tax Statements from the county (if your mortgage is impounded, it will list it on your 1098 statement)
4) Donations Statements
BUSINESS OWNERS
Your accountant will need to know about any assets you’ve
bought, sold, or depreciated during the last year. Bring
any receipts, documents, or reports related to your assets
and fixed assets.
Tip: Some accounting programs have fixed asset reports or fixed asset listings that you can run.
Tip: Some accounting programs have fixed asset reports or fixed asset listings that you can run.
STOCK INVESTORS/DAY TRADERS
1) 1099-B Statement from your brokerage account.
LANDLORDS
1) Rent Income Received
2) 1098 Statement from your mortgage lender
3) Property Tax Statement
4) Homeowner's Insurance Policy
5) A list of your expenses for repairs, travel, management fees, utilities, etc.
2) 1098 Statement from your mortgage lender
3) Property Tax Statement
4) Homeowner's Insurance Policy
5) A list of your expenses for repairs, travel, management fees, utilities, etc.
DEPENDENTS
1) Names, Social Security Numbers, and Birthdates for all
dependents.
2) Birth Certificate(s)
3) If the dependent is not your child (ex Niece/Nephew/Grandchild), we will need proof the child lived with you along with proof of relationship.
4) Child Care Provider Statement (If you pay for child care).
2) Birth Certificate(s)
3) If the dependent is not your child (ex Niece/Nephew/Grandchild), we will need proof the child lived with you along with proof of relationship.
4) Child Care Provider Statement (If you pay for child care).