Tax Preparation Checklist
We know that depending on your type of employment (W2 or 1099), filing your taxes can seem complicated.
We have put together a checklist of things you will need below, but some you might not!
This checklist can help you be more prepared to maximize the amount of deductions on your taxes so you can get a bigger refund!
-social security # or ITIN number
-W2 from your employer
-1099 form (from income)
-last year’s tax return
-retirement contributions (401K or IRA)
-Qualified health plan forms
-checking account info
-student loan interest statements
-education costs
-gas mileage used/transportation expenses
-mortgage interest expenses
-charitable donations
-cost of looking for a job
-moving expenses
-reinvested dividends
-medicare premiums for self-employed
-child care credit
-estate tax on income
-refinancing loan points
-jury duty earnings paid to your employer
-American opportunity credit
-college credit