Information Needed for Tax Preparation


  • Copies of prior year returns and amounts of fed, state, and local taxes paid for current year.
  • W2s; 1099s; K1s; any interest, dividend, or other income statements.
  • Childcare and Education expenses.
  • Mortgage / Student loan interest paid, Real Estate taxes paid.
  • Charitable contributions, both cash and non-cash.
  • Cost Basis and Gain/Loss reports for any stocks bought or sold.
  • Business expenses and/or Un-reimbursed employee expenses.
  • Retirement plan contributions (Roth / Traditional IRAs, 401K plans, etc.).
  • Anything else you’ve received that says “tax info enclosed” or that you feel may be relevant.
  • Any documents you've received but aren't sure what to do with.

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