PDF Print E-mail
Written by Administrator   
Tuesday, 06 January 2009 23:13

Here is what you need to bring for your tax preparation: 

 

  • Your 2010 Federal and State tax returns (for new clients)
  • Income/Wage statements:
    • W-2’s
    • 1099’s
    • Alimony received or paid
    • Commissions received statement
    • Brokerage account year-end statements
    • ESPP statements
    • Stock options sale papers
    • Rental property income and expenses
    • Partnership, S Corp, trusts, or estate yearly statements
    • Pension or retirement income statements
    • Social security income yearly statement
    • Unemployment income yearly statement
    • State income tax refund statement
    • Lottery winnings (and lottery losses, if you have winnings)
  • Car, motor home, and boat registration paperwork
  • Donation receipts
  • IRA contributions
  • Child care expenses and provider information
  • Medical expenses
  • State taxes paid 
  • Unreimbursed employment-related expenses
  • Job-related educational expenses
  • Casualty or theft losses
  • Foreign taxes paid

    • Homeowners

    • Mortgage interest year-end statement
    • Home equity year-end statement
    • Property tax information
    • If you sold your home, purchase and home improvement information
    Businesses
    • Income and expense reports
    • Mileage logs for autos
    • Receipts for business assets purchased
    Students
    • Tuition and education fees
    • Student loan information
    • Grants and scholarship information



 
 
Last Updated on Tuesday, 15 May 2012 20:36