Gathering your documents before you see your tax preparer saves time and money. Use this checklist:
Income
- W-2 Forms: For wages, salaries, and tips.
- 1099 Forms:
- 1099-INT (Interest)
- 1099-DIV (Dividends)
- 1099-R (Retirement/pension distributions)
- 1099-B (Brokerage sales)
- 1099-MISC (Self-employment income)
- 1099-G (Unemployment or state tax refunds)
- K-1 Forms: From partnerships, S-corps, or trusts.
Deductions
- Mortgage Interest: Form 1098.
- Taxes Paid: Real estate and personal property tax bills.
- Charitable Contributions: Receipts for cash and non-cash donations.
- Medical Expenses: Summary of out-of-pocket costs (doctors, scripts, insurance).
- Child Care: Provider's name, address, EIN/SSN, and amount paid.
- Education: Form 1098-T for tuition.