Here is a list of the most common items to bring to your tax preparer: * W-2 Statements * 1099 MISC (miscellaneous income) * 1099G (Unemployment Compensation) * W-2G (gambling winnings) *1099-R (retirement/pension/IRA) distribution forms *1099-INT (interest income from banks, credit unions, etc) * 1099-DIV (dividend forms (mutual forms/stocks) * 1099-B (gross proceeds from stock/mutual fund sales) * Cost basis information for any stocks/mutual funds sold/exchanged * Tax exempt interest info * Estimated tax payment information- amount, date paid * Social Security Benefit payments *Income or K-1s from other sources such as: Rental real estate Royalties Partnerships Corporations Trusts * Alimony paid or received * Real estate taxes paid * Car taxes paid *1098 Mortgage interest/Home equity loan statement * Charitable Contributions (cash/non-cash) *Student Loan Interest *Dependent Care Information *HSA information (health savings account) *1098-T (college tuition and fees) *CHET Contributions *Out of Pocket Medical Expenses *Qualified Mortgage Insurance Premiums *Unreimbursed Employee Expenses (2106) *Other deductions (ie. union dues, professional licenses, etc) *Prior year tax return (if new client)
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