Happy Tax Season
Now is the time to start preparing for your tax appointment.
The more prepared you are at this appointment the less stress and anxiety you will have as you preparer works through your return.
The following is a list of items you may need to take with you to your appointment. (this is not meant as an all inclusive list, as you may have other items that need to be reviewed as well)
- Last year's tax return
- Original W-2 Forms
- Schedule(s) K-1 from any partnerships, S-Corps, estates or trusts
- Copies of other compensation documents, such as any 1099's
- Any retirement or pension documents, such as any 1099-R's
- Brokerage Statements
- Any 1098's including those for Mortgage interest
- Personal Property Taxes Paid
- Sales Tax paid for large items, such as boats, vehicles, etc
- Copies of closing statements regarding the purchase or sale of real property
- Daycare expenses
- Higher Education expenses, including student loan interest
- Medical and Dental Expenses
- Charitable Contributions
You may have additional items that will be required to finalize you return, in which case your preparer will let you know what those are.
If you require further information or have questions please contact me.
If you are in need of a tax preparer give me a call and we'll set up an appointment to review your records and get your taxes prepared and filed.
Kelli Hegsted, MBA, EA
IRS Enrolled Agent / Tax Preparer
