Documents Needed For Tax Preparation
See Below For Personal Taxes, Scroll Further Down For Business Taxes.
Form Of Identification
1. Driver’s license, State Issued Photo ID for taxpayer(s), or Passport, Green Card)
2. Social Security Numbers for taxpayer(s) and dependents
3. Birthday’s for taxpayer(s) and dependents
All Income documents
1. Copy of last year’s tax return
2. W2’s
3. 1099-MISC’s
4. 1099-NEC’s
5. Retirement Income (1099-R)
6. Social security Income (SSA-1099)
7. Rental Property Income and Expense Summary
Stocks and Bonds, Withdrawals/Rollovers from IRA/401k,
1. 1099-INT
2. 1099-DIV etc.
3. 1099-B
Health Insurance
1. Form 1095-B, 1095-C from Employer or
2. Form 1095-A from Healthcare Marketplace for taxpayer(s) and dependents
All Other documents to support filing
1. Mortgage interest statement Form 1098
2. Tuition/Education Loan Interest (1098-E)
3. Home Office Square Footage and Total Home Square Footage
4. Alimony Payments Received
5. Child-care, Dependent Care
6. Cash and Non-Cash Charitable Contributions
7. IRA Contributions (Form 5498)
8. Medical Expenses
1. All Personal Documents listed above
2. IRS EIN letter and EIN# (if applicable)
3. Articles Of Organization
4. Name and Address of Business if different from Home Address
5. Gross Receipts/Business Sales Revenue
6. Income Statement/Balance Sheet/Cash Flow Statement (if applicable)
1. Advertising
2. Type Of Vehicle, and Business Mileage, for business purposes
3. Contract Labor
4. Commission and fees
5. Cell Phone
6. Cable
7. Internet
8. Depletion
9. Employee benefit programs
10. Health Insurance
11. Insurance (other than health)
12. Long-Term Care Insurance to be Carried to Adjustment
13. Mortgage interest
14. Other interest
15. Legal and professional services
16. Office expense
17. Pension and profit sharing
18. Rent or lease of equipment
19. Rent or lease of property
20. Repairs and maintenance
21. Supplies
22. Taxes and licenses
23. Travel
24. Meals (50%) Enter 100% of the expenses.
25. Meals (80%) Enter 100% of the expenses.
26. Utilities
27. Wages (less employment credits)
28. Employee Payroll FICA Taxes (Soc. Security Tax, Medicare Tax)
29. Inventory
