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Click Here for Great Article on "What to Give Your Tax Preparer" |
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Copy of Last Year's Tax Return (New Clients Only) |
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Form W-2 Wage Statements |
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Interest and Dividend Income - Forms 1099-INT & 1099-DIV |
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Mortgage Interest Paid - Form 1098 |
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Real Estate Taxes Paid |
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DMV Automobile Registration Paid - You will need the license plate # and the last 5 digits of the VIN
◦ Check https://www.dmv.ca.gov/FeeCalculatorWeb/vlfForm.do |
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New car purchase paperwork for Sales Tax & License Fee deductions |
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Charitable Contributions - Cash & Non-cash (must have receipts)
◦ Click here for help with valuing non-cash items -- take photos! |
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Stock Sales - Form 1099-B
◦ Original Cost of Stock; Date of Purchase; Sales Price; Date of Sale |
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Pension/IRA Income - Form 1099-R |
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California Income Tax Refund - Form 1099-G |
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Student Loan Interest Paid |
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Alimony Paid or Received (Need SSN of Recipient) |
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Lottery/ Gambling Winnings & Losses (only to offset winnings) |
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Self-Employment Income & Expenses |
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Rental Income & Expenses |
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Form K-1's for Partnerships, LLC, Estates & Trusts |
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Final Closing Escrow Statements for Sale or Refinance of Real Estate |
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Social Security & Unemployment Income |
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Medical & Dental Expenses (only if it exceeds 10% of income) |
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Child Day Care Expenses (under
age 13 only)
◦ Provider's Name; Provider's Address & Phone #; Provider's Federal Identification Number;
Amount Paid per Child |
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Education Tuition Costs for Any Family Member |
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Employee Business Expenses (if exceeds 2% of your income) |
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Expenses Related to Investments |
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Amount Contributed to Your IRA
or Roth IRA |
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Moving Expenses (if more than 50 miles
for a new job) |
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Safe Deposit Box Rental |
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List of Amounts & Dates Estimated Taxes Paid |
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Any Correspondence from the IRS or Franchise Tax Board |
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Copy of Most Recent Paycheck Stubs (if you want to change withholding) |
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Bank Account Number & Routing Number to Direct Deposit Those Big Tax Refunds! |
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Invoices from Purchases Made
over the Internet Where NO California Sales or Use Tax was
Paid |
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If you are still confused about what to bring, print this organizer ... it might help! |
