ITEMS REQUIRED FOR FILING INCOME TAX RETURN

Below is a comprehensive list of the items that you will need to provide your CPA to file your income tax return. Best practice is to compile a file of these items throughout the year as applicable so they are available to send to your CPA as early as possible.

Basic Information

o Full names, Social Security Numbers, Birthdays, and Addresses of self and all family members

o Filing status election (Consult CPA)

Financial Information

o All W-2s’s

o All K-1’s

o All 1099’s

o Alimony

o Business Income documentations

o Rental Property Income documentation

o Documentation for all income not included elsewhere

o State tax refunds

o IRA Contributions/Withdrawals

o Mortgage Interest

o Real Estate Taxes Paid

o Any other taxes paid

o All charitable contributions documentation

o Medical expenses documentation

Be sure to consult your CPA about any expenses which you are not clear on in terms of qualification for deductions or exemptions.