R. Daniel McNeely, CPA - Certified Public Accountant, Roswell, GA
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WHAT KIND OF STUFF DO YOU NEED TO BRING?


 

WHAT KIND OF STUFF DO YOU NEED TO BRING ME?


Important things to track down and bring to me:

-- ALL copies of your W-2

-- Form 1095-A ( a new form only for people who obtained medical

    insurance on the OBAMACARE Marketplace website last year

-- Forms 1099 for any extra income you might have earned during the year

-- Forms 1099 for dividends and interest earned

-- Forms 1098 from stock brokerage accounts (sometimes those

    don't get mailed out til mid February)

-- Information on any stock sales made during the year (and including

    your cost of the stocks you may have sold)

--Forms 1099 for any pension retirement income or IRA distributions

-- Forms reporting any unemployment income you may have received

--End of the year statement from your mortgage or home equity loan

   detailing the total interest paid along with the property tax amounts

-- Closing documents (usually just the settlement statement – front and back)            

    for all real estate sales and purchases

-- Forms reporting any college tuition paid for you or your children

--A total for books purchased and fees paid for children attending college

--Forms reporting any interest paid on student loans

-- Schedule K-1 for partnerships, corporations, and trusts

-- Copies of Social Security cards for all children born in 2014

-- Year end receipts from churches, Goodwill, and other charities

--The name, address, and tax id number of child care providers

-- Summary of any business expenses not reimbursed to you by your    

    employer (meals, travel, continuing education, etc.)

--Summary of any expenses and income you may have earned in

   any side businesses you operated during the year

-- If you made any home improvements related to ENERGY, like a new

    more efficient air conditioner/ furnace, new windows, or added

    insulation, make copies of any of those receipts

--A voided check for use in electronic filing

-- Last year’s return ONLY if I did not prepare it

-- And as always any Chic Fil A, Diet Mt Dew or any food from your

    refrigerator that is leftover from the holidays


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