Www.bhatiacpas.com



List of documents for tax filing:Wage statements/W-2sSelf-employment business income and expenses/1099-MISCCommissions received/paidPension, retirement income/1099-RUnemployment income/1099-GCanceled Debt Amount/1099-CSocial Security income/SSA-1099IRA contributionsStatements on the sales of stocks or bonds/1099-BInterest and dividend income /1099-INT/1099-DIV Lottery or gambling winnings/lossesState refund amount/1099-GIncome and expenses from rentalsAlimony paid or receivedRecord of purchase or sale of residenceMedical and dental expensesReal estate and personal property taxesState or local taxes paidEstimated taxes or foreign taxes paidCash and non-cash charitable donationsMortgage or home equity loan interest paid/1098Unreimbursed employment-related expensesJob-related educational expensesEducator expensesTuition and Education Fees/1098-TStudent loan interest/1098-ECasualty or theft lossesChild care expenses and provider informationSocial Security card(s)Driver's License(s)Dependents’ Social Security numbers and dates of birthInformation concerning your Stimulus payment checkLast year's Federal and State tax return? ................
................

In order to avoid copyright disputes, this page is only a partial summary.

Google Online Preview   Download