TAX PREPRATION CHECKLIST

· Last 3 Years of Filed Tax Returns 

· Social Security Cards

· Driver’s License

· Copy Of the Child's Birth Certificate

· Voided Bank Check for Direct Deposit 

· Form W-2 From Your Employer

· Form 1099-NEC If Self Employed

· Form 1099-K From Merchant Provider 

· Form 1099-INT For Bank Interest

· Form 1099-DIV For Dividends

· Form 1099-SSA For Social Security

· Form 1099-B For Stocks Transactions  

· Brokerage Statement

· Form 1099-R For Retirement Income

· Other Forms 1099-MISC 

· Form K-1 From Partnerships 

· Form K-1 From S-Corporations

· Form 1095 Health Insurance 

· Daycare Statement

· DMV Vehicle Registrations

· Donations Records 

· IRS EIN Letter

· Business Name

· Income & Expense List

· Business Asset List 

· Last Year Depreciation Schedule

· Business Mileage Log

· Sq. Footage of your Home 

· Sq. Footage of your Home Office

· Form 1098 Mortgage Interest

· Property Tax Statement

· SID/LID Statements

· Number Of Days Used as Rental 

· Number Of Days Used Personally

· Rental Income Actually Received

- Expenses Related to Rental:

· Advertising

· Auto/Travel

· Cleaning And Maintenance

· Commissions Paid

· Insurance

· Legal/Professional Fees

· Management Fees

· Mortgage Interest

· Repairs

· Supplies

· Property Taxes

· Utilities You Pay

· Improvements

· Form 1098 Mortgage Interest

· Last Year Depreciation Schedule