• Jorgelia Nino

Tax Season


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


9 views

JN Global Business Solution, LLC. ® All rights reserved ©