Tax Prep Checklist from Thomas W. Klash, CPA
It’s tax season and that means it’s time to get your
personal and financial information together so that you’re prepared to file
your taxes before the deadline. But unless you’re a seasoned accountant like Thomas W. Klash, CPA, or someone who
has been doing their own taxes for years, you’ll likely be looking for professional
tax preparation near you.
But before you visit an accountant like Thomas W. Klash, CPA,
there are several documents and pieces of information you’ll want to make sure
you have ready to go so that you can file your taxes properly.
To help you be prepared, here’s a tax preparation checklist
for you to use this tax season:
Personal Information
·
Your Social Security Number
·
Your spouse’s Social Security Number (if
married)
·
Social Security Numbers of any dependents
Income Information
·
W-2 Forms from all of your employers that you
worked for with the past tax year (you’ll need all of your spouse’s W-2s too if
you’re filing a joint return)
·
1099 Forms for any contract work you completed
in the last tax year for more than $600
·
Investment income information including interest
income, dividend income, proceeds from the sale of bonds or stocks, and income
from foreign investments
·
Income from last year’s local and state tax
refunds
·
Accounting records for any business that you own
·
Income from Unemployment
·
Income from rental property
·
Benefits from social security
·
Information for miscellaneous income such as
payment for jury duty, lottery and gambling winnings, prizes and awards
·
Form 1099-MSA for distributions from medical
savings accounts
Income
Adjustments/Credits/Discounts
·
Homebuyer information
·
Energy saving information
·
IRA contribution information
·
Mortgage interest
·
Student loan interest
·
Self-employed health insurance information
·
Job-related moving expenses
·
Education costs
·
Childcare costs
·
Adoption costs
·
Charitable donations
·
Casualty or theft loss
·
Business expenses
·
Medical expenses
·
Home office expenses
Direct Deposit
Information
·
Bank account number
·
Bank routing number
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