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Tax preparation checklist
This tax preparation checklist outlines documents needed to file taxes, including W-2s, 1099s for interest and miscellaneous income, mortgage and investment statements, retirement plan statements, receipts for tuition, medical costs, donations, and business expenses. It provides contact information for a certified financial planner who can assist with tax filing.
Tax preparation checklist
- 1. TAX PREPARATION CHECKLIST Thefollowing is a checklist of items that you should look for and have on hand when filing your tax return this year: _____ W-2 from employers _____ 1099’s of Miscellaneous Income _____ 1099 for Interest earnings _____ Mortgage Statement, Interest Paid, and Real Estate Taxes _____ Statements from Stock or Mutual Fund Sales and Purchases _____ IRA Statements, Contributions and Withdrawals _____ 401(k) or Employer Sponsored Retirement Plan statements _____ Tuition Payments _____ Dependent Care Expenses _____ Medical Expenses _____ Charitable Contributions _____ Employee Business Expenses _____ Other Louis A. Soriano CFP 308 W. Main Street Ste. 206 Smithtown, NY 11787 (631) 236-5842