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Tax Season

  • Foto del escritor: Jorgelia Nino
    Jorgelia Nino
  • 2 ene 2017
  • 1 Min. de lectura

Tax Preparation Checklist

  • Your social security number or tax ID number and date of birth

  • Your spouse's full name, social security number, and date of birth

  • Dates of birth and social security number or tax ID numbers

  • Childcare records

  • Form 8332

  • W2

  • 1099-G (Unemployment)

  • Form 1099- Misc, Schedules K-1, Income records

  • Records of all expenses

  • Business use assets

  • Office home information

  • Estimated tax payment made

  • Rental Income

  • Retirement Income

  • Saving & Investment Dividends

  • Home Ownership records

  • Charitable Donations

  • Medical Expenses

  • Health Insurance

  • Childcare Expenses

  • Educational Expenses

  • Job Expenses & Tax prep Fees

  • State and local taxes or sales tax

  • Retirment & Other Sabings

  • Federally Declared Desaster


 
 
 

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