Tax Preparation Checklist

What To Bring

TFinancial 1 Tax Services - Tax Prep Checklisthe following is a checklist of items that you should look for and bring with you to your appointment this year.

  • W-2’s from employers
  • 1099 INT (bank interest)
  • 1099 DIV (divided interest)
  • 1099B (investment statements /capital gains/losses)
  • IRA, 401(k), 403(b), TSP or Employer Retirement Plan statements
  • 1099R (pension and retirement income)
  • SSA (social security income)
  • 1099G (state tax refund from prior year)
  • Unemployment compensation
  • 1099 MISC (self employed, independent income)
  • IRA Contributions
  • Student Loan Interest / Tuition and Fees
  • Charitable Contributions (Summary)
  • Medical Expense (Summary)
  • 1098 (mortgage interest and property tax statement)

If you have questions on any of these, don’t hesitate to send us a message or call at 410-908-9293.