January 17, 2020

Tax Prep Checklist

PERSONAL INFO

  • All names/SSNs/ITINs as on SSN or ITIN cards(For both spouses and all dependents)
  • Photo Identifications (For both spouses)
  • Checking account number and routing number (For direct deposit)
  • Last year tax returns

INCOME:

  • W2-Form(s)
  • Interest Statements 1099-Int(s)
  • Dividend Statements 1099-Div(s)
  • Misc income statements 1099-Misc(s) if you were independent contractor or have business
  • 1099-B and related information if you sold stocks in 2009
  • Foreign income details like foreign bank interest, foreign stock sale gains, PF, PPF account gains etc.
  • Pension income 1099-R(s), including IRA or 401(k) distribution
  • Unemployment Compensation 1099G
  • State Income Tax Refund 1099G
  • Rental income if you have rental properties
  • Sch k forms(Partnerships and S-Corp)
  • 1099-SA if you spent or took distribution from your HSA account

EXPENSES:

  • IRA Contributions (Traditional & Roth)
  • Student Loan Interests (Even if paid in India)
  • Higher education expenses 1098T
  • Moving expenses (Any statements from employer)
  • Mortgage Statements & Property Taxes 1098(s)
  • Closing statement if you have purchased or refinanced your house
  • Charity contributions
  • Employee business expenses including any training costs
  • Vehicle registration fees or private property taxes
  • Dependent care expenses and provider details including their federal ids
  • Rental expenses if you have rental properties
  • Estimated taxes paid
  • HSA account contributions
  • Business expenses if you were independent contractor or have a business

WE LOOK FORWARD ON WORKING WITH YOU!

Please forward this information to info@mirandaassociates.org

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