What info does my CPA want to file an Individual Tax Return?

What to give your cpa in order to prepare an Individual tax return:

  • Last 3 years’ tax returns
  • Last 3 years’ depreciation schedules, if applicable
  • Dates of birth and occupations
  • Copy of Driver’s License or other form of ID
  • Copies of IRS notices
  • Gain or loss information on stock trades and sales of assets
  • Settlement statements for refinance, purchase or sale of property
  • Value of non-cash charitable contributions
  • Estimated tax payment amounts and dates
  • Cancelled check for direct deposit of refund
  • Business Documents if applicable
  • W-2’s

  • Sch B 1099 INT & 1099 DIV

  • 1099 B Proceeds from Broker

  • 1099 Consolidated Report

  • 1099-R IRA, Pensions and Annuities

  • Sch C

  • Sch E Rental

  • Sch E Royalty

  • Sch E K-1 Passthrough Entity

  • SSA-1099

  • Other Income

  • 1099 SA Distributions from an HAS/MSA

  • Form 5498

  • 1098-E Student Loan Interest Statement

  • Sch A Medical

  • Sch A 1098 Mortgage Interest & Real Estate Taxes

  • Sch A Cash Donations & Non Cash Donations

  • Sch A Business Use of Home

  • 1095-B Health Coverage

  • 1095-C Employer Provided Health Insurance

  • ES Payments

  • Sch EIC Earned Income Credit

  • Child Dependent Care Expense

  • 1098-E Student Loan Interest Statement

  • 1098 T Tuition Statement

  • 1095-A Health Insurance Marketplace