Checklistcharles_city_iowa_tax_preparer

A checklist of things to bring in for tax preparation ensures accuracy and keeps the process going smoothly and quickly. Here’s a list of standard items most people need to bring in. If you have a more complex tax return, please contact with our office for a complete list of Federal and State Tax Return documents you need.

  •  W-2’s
  •  1099 forms
  •  Daycare expenses
  •  Mortgage interest
  •  Property taxes
  •  Alimony
  •  Medical & dental expenses
  •  Social security income
  • Automobile license payments
  • Miscellaneous income: jury duty, gambling winnings, Medical Savings Account, scholarships, etc.
  • Records of home business expenses, home size/office size, home expenses
  • Miscellaneous tax deductions: union dues; unreimbursed employee expenses (uniforms, supplies, seminars, continuing education, publications, travel, etc.)
  • Charitable donations: cash amounts, official charity receipts, cancelled checks; value of donated property; miles driven and out-of-pocket expenses