What Does A CPA Need To Do My Taxes?

Individual:

  • Form(s) W-2
  • Form(s) 1099
  • Social Security Number(s) (including for spouse, children & other dependents)
  • Tax ID Number (if applicable)
  • Other income source documents, e.g. alimony (for alimony be sure to include former spouse’s full name and social security number)
  • Form(s) 1098 or other mortgage interest statements
  • Childcare expenses (Include providers Tax ID number)
  • Form(s) 1098-T and/or 1098-E – Educational payments and interest
  • Form(s) 1099-R – Pension, IRA, Annuity Income
  • Form(s) 1099-SSA – Social Security
  • Form(s) 1099-RRB – Railroad Retirement Benefit
  • Form(s) 1099-DIV – Dividend Income
  • Form(s) 1099-INT – Saving & Investment
  • Form(s) 1099-B – Sale of Stock
  • Form(s) 1099-S – Proceeds Sale of Real Estate Property
  • Form(s) 5498 – Contributions, Traditional IRA Basis
  • Form(s) 1099-G – Unemployment or state tax refund
  • Form(s) 1095 – Affordable Care Act Minimum Coverage
  • Schedule(s) K-1 from Parnerships, Trusts, etc.
  • Other tax forms related to sales, savings, etc.
  • Health Savings Account and Long-Term Care Reimbursements
  • Gambling & Prize income and awards
  • Income & Expenses for Hobbies
  • Jury Duty Records
  • Vehicle License Fee (the is on your registration form)
  • Records for donations to places of worship, schools or charitable organizations
  • Records of non-cash charitable donations
  • Employment-related expenses (dues, tools, uniform cost, cleaning and travel)
  • Receipts or invoices for energy-saving home improvements
  • Rental Property Income & Expenses
  • Medical Expense Records (if you are able to itemize)

    • Business and Self-Employment Deductions

  • Financial Statements
  • List of Capital Asset Activity
  • Form(s) 1099-MISC – For self-employed individuals
  • Schedules K-1 from Parnerships, Trusts, etc.
  • Income records for amounts not reported on Form(s) 1099
  • Records of business expenses
  • Profit and Loss statement
  • Business asset use information for depreciation (cost, date placed in service)
  • Summary of Home Office Expenses, if applicable
  • Vehicle Log
  • Rental Property Income, Expenses
  • Rental Property Asset Information for depreciation (cost, date placed in service, etc.)
  • Employee Expenses (Unreimbursed)
  • Supply Costs
  • Business Expenses, e.g. Phones, Internet, Equipment, Software, etc.