We get it – you’d likely rather have a wisdom tooth pulled than gather your tax documents. Remember, the sooner you submit them to us, the quicker you’ll get your refund.
To make certain you don’t overlook uploading all necessary documents, here’s a checklist:
- Previous Year’s Tax Return (if we didn’t prepare your return last year)
- Wage Statements
- Form W-2
- Form 1099-MISC (if applicable)
- Additional Income
- Interest and Dividend Income (Form 1099-INT/Form 1099-DIV)
- Unemployment Income (Form 1099-G)
- Social Security Income (Form SSA-1099)
- Pension/Retirement (Form 1099-R)
- Rental property
- Trusts/Estates
- Alimony Received
- Itemized Deductions (if they exceed: $12,200/single; $18,350/head-of-household; $24,400 married)
- Mortgage or Home Equity Loan Interest Paid (Form 1098)
- Real Estate and Personal Property Taxes Paid (Form 1098)
- Medical, Eye Care and Dental Expenses (above 7.5% of AGI)
- Charitable Deductions (up to 60% of AGI)
- Casualty/Theft Losses
- Rental Property Expenses
- IRA Contributions
- Childcare Expenses
- Tuition/Education Fees (Form 1098-T)
- Alimony Paid
- State Income Tax Refund Amount (if applicable)
- Sale of Stocks/Bonds
- Record of Purchase/Sale of Residence
The extension deadline is Oct. 15, so please upload your documents as soon as possible. Know someone who needs assistance completing his or her 2019 business and/or individual income tax return? Contact the experienced tax accountant team at Hartman, Blitch & Gartside: (904) 396-9802 or hbg@HBGcpa.com.
