R. Daniel McNeely, CPA - Certified Public Accountant, Roswell, GA
My Blog

WHAT TO BRING

WHAT KIND OF STUFF DO YOU NEED TO BRING ME?
 
 
Important things to track down and bring to me to assist in your 2019 taxes:
 
 
---LAST year’s return but ONLY if I did not prepare it for you
--- ALL copies of your W-2 from your employer
---Copies of Social Security cards for children born in 2019
--- Form 1095-A ( ONLY if you had medical insurance from 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
    any information on 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 &back)            
    for all real estate sales and purchases
---Forms reporting any college tuition (1098-T) paid for you or children
---Forms reporting any interest paid on student loans
---Schedule K-1 for partnerships, corporations, and trusts
---Year end receipts from churches, Goodwill, and other charities
---The name, address, and tax id number of child care providers
---Summary of any expenses and income you may have earned in
    any side businesses you operated during the year
­­---A voided check for use in electronic filing
---Copies of your drivers licenses for you and spouse (sometimes needed to         
    verify identity for IRS)
---And as always any Chic Fil A or Diet Mt Dew you have laying around!!
 

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