What do I need to bring in to have my Income Taxes Prepared?
- W-2s from all Employers
- 1099s if self employed or if any contract income earned
- Unemployment Income
- Social Security Income
- Interest Income 1099-INT
- Dividend Income 1099-DIV
- 1099-NEC
- Brokerage Statements from any Stock Sales or Purchases 1099-B
- K-1s from Partnerships or S Corporations
- Retirement Statements and Distributions 1099-R
- If you own a Business: Income & Expenses
- If you own Rental Property: Income & Expenses
- If you own a home: Mortgage Interest, Property Taxes
- Donations & Contributions: Cash & Non Cash
- Medical Expenses/Medical Insurance Premiums/HSA Distributions & Contributions