This list covers the most common items needed to prepare your individual tax return, but it is not 100% inclusive. If you are uncertain about an item of income or expense and whether it is reportable or deductible, please send it to us and we’ll let you know.
- Copy of prior year’s federal and state return
- All W-2s
- Records of other income, such as self-employment, tip or rental income, alimony or unemployment compensation
- All 1099-INTs (from investment and bank accounts)
- All 1099-DIVs (from investment accounts)
- All 1099-Bs (from investment accounts)
- All 1098s (mortgage interest statements)
- A report listing charitable donations
- Amount of personal property tax paid (Virginia residents)
- All 1099s Miscellaneous
- Date-of-birth for yourself, spouse, and all dependents
- Social Security Numbers (SSNs) for yourself, spouse and all dependents (including any new family members)
- Rental income and rental property expenses (if applicable)
- Sales price and cost basis for any stocks or mutual funds sold (if applicable)
- Name, address, SSN/EIN and amount paid to each day care provider (if applicable)
- Amount of long term care insurance paid (if applicable)
- Listing of medical expenses (Note: Medical expenses must be more than 7.5% of your income before anything can be deducted)
- Amounts invested in college savings accounts (if applicable)
- All 1099-Rs
- 1099-SSA - Social Security statements showing benefits received/recorded
- Settlement sheets related to purchase, sale and/or refinance of real estate
All year-end investment account statements for retirement and non-retirement accounts - Copies of real estate closing/settlement documents, if you bought or sold real estate during the year or refinanced your mortgage
If you have questions, please contact us. We look forward to being of service.
