What to give your cpa in order to prepare an Individual tax return:
- Last 3 years’ tax returns
- Last 3 years’ depreciation schedules, if applicable
- Dates of birth and occupations
- Copy of Driver’s License or other form of ID
- Copies of IRS notices
- Settlement statements for refinance, purchase or sale of property
- Estimated tax payment amounts and dates
- Cancelled check for direct deposit of refund
- Business Documents if applicable
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W-2’s
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Sch B 1099 INT & 1099 DIV
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1099 B Proceeds from Broker
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1099 Consolidated Report from broker
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1099-R IRA, Pensions and Annuities
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Sch C income and expense
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Sch E Rental
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Sch E Royalty
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Sch E K-1 Passthrough Entity
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SSA-1099
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Other Income
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1099 SA Distributions from an HSA/MSA
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Form 5498
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1098-E Student Loan Interest Statement
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Sch A Medical
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Sch A 1098 Mortgage Interest & Real Estate Taxes
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Sch A Cash Donations
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Sch A Non Cash Donations-include description, dates, and values
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1095-A Health Insurance Marketplace
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Sch A Business Use of Home
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1095-B Health Coverage
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1095-C Employer Provided Health Insurance
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ES Payments
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Sch EIC Earned Income Credit
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Child Dependent Care Expense
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1098-E Student Loan Interest Statement
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1098 T Tuition Statement