RETURN DOCUMENTS

This list is a general list of information you should gather for Dan to complete your returns.
Not all items will apply to all clients.

If you do not have all of these documents at the time of drop off, you may need to send them to us once received.

Please e-mail any additional documentation to us at returns@danmcneelycpa.com so we can add them to your file.

You can also drop them off at the office at your convenience.

If the office is closed, please utilize the mail drop-off slot found at the bottom of the door.

INCOME

All W2's from employer(s)
Forms reporting any unemployment income you may have received
Forms 1099 - extra income you might have earned during the year
- from banks, investment brokers, government agencies, contract employers, etc.
- for dividends & interest earned
- for any pension retirement income or IRA distributions
Forms 1098 from stock brokerage accounts
- sometimes mailed in late February
Information on any stock sales made during the year
- plus any information on your cost of the stocks you may have sold
- cryptocurrency activity and year-end summary reports
Summary of any expenses and income you may have earned in any side business you operated during the year

Social Security cards
- only for children born in 2024
Driver's License
- only if you moved to Georgia this year
Last years return
- only if it was prepared by someone other than Dan
Form 1095-A
- only if you obtained medical insurance on the Obamacare Marketplace website
Form 1098-T
- only if you paid college tuition for you or your children
- usually the college will send you the form
Forms reporting any interest paid on student loans
Closing documents
- only if you had real estate sales/purchases in 2024
- usually just the settlement statement (front & back)

End-of-year receipts from churches, Goodwill, and other charities
End-of-year statement from mortgage or home equity loan
- details the total interest paid along with the property tax amounts
Schedule K-1 for partnerships, corporations, and trusts
Name, address, & tax id number of child care providers