Here is a list of some of the most common pieces of information I will need in order to complete your tax return. While it isn't intended to be an exhaustive list, it should serve to get you thinking about your particular financial reporting requirements.
- Mortgage Interest Documentation
- Loan Re-finance Documentation
- Home Sale and Purchase Documents
- W2's and 1099's from all Banks and Brokerages
- Purchase information for any stock sold. If you have a significant number of stock trades (i.e. more than 20 transactions), please bring your brokerage ID and password. Day Traders and those with "managed accounts" present substantial data processing requirements which will cause delay in the return's completion and incur additional fees if account access is not available.
- Unemployment or social security 1099's
- Major medical expenses (must be greater than 7.5% of adjusted gross income to qualify)
- Dental
- Doctor
- Copays
- Insurance (Medical & Long-term)
- Prescription Drugs
- Estimated and actual mileage incurred to and from medical appointments
- Property taxes on all real estate
- DMV registration fees
- Charities - actual receipt is required for anything in excess of $500
- Unreimbursed business expenses
- Any documents concerning the sale of your employer's stock
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