Items to take to the tax preparer
W
Income adjustments (if applicable)
· Homebuyer tax credit · Green energy credits · IRA contributions
· Mortgage interest · Student loan interest · Contributions
to medical savings accounts · Self-employed health
medical expenses
Dependent care (if applicable)
· Education costs · Childcare costs · Adoption costs
Charitable contributions (if applicable)
· Bank account number · Bank’s routing number
This list is a general list of documents that taxpayers may
need to bring when visiting their tax preparers. Individuals
who want to be certain they bring all the documents neces-
in advance of their appointments to determine which documents
they will need to make the process go as smoothly as
Tselane Carr
· Charitable donation receipts
Bank information
(813) 563-8999
(813) 512-2100
(813) 774-6275
Tselane@TLCHomestampa.com
www.Tselane.AlignRightRealty.com
REALTOR®
possible.
18101 Highwoods Preserve Parkway, Suite 110, Tampa, FL 33647
4917 Allen Road • Zephyrhills, FL 33541
TheLegalWorksOnline.com
(Serving all Florida counties)
By Cindy Nichols
their taxes, those who hire professionals to prepare their returns
should have the following items ready when visiting
their tax preparers.
Personal information
· Social security or tax ID number · Social security or tax ID
number of your spouse, if applicable · Dates of birth of all
dependents · Social security or tax ID numbers of all dependents
· Last year’s tax return · Spouse’s tax return from previ-
Income Information
· W-2 forms from all employers you worked for in the last
your spouse’s employers in the last year · Information regarding
investment income, including proceeds from the sale of
bonds or stocks, income from foreign investments, interest income,
and/or dividend income · Income from local and state
tax refunds from last year · Business income and accounting
records from businesses individuals own Unemployment
· Proof of miscellaneous income, such as lottery winnings,
gambling winnings, etc.
/www.Tselane.AlignRightRealty.com
/TheLegalWorksOnline.com
link