Include the following documentation when you send your tax package:
The Organizer is a tool for you to use to gather your tax documentation. On the first page of the Organizer make sure that all of your contact information is current. Please answer each question on the three page question form. Add details as necessary.
When sending your tax package, include:
- Questions for Organizer doc- answer each question and sign. complete this first! It is a tool to help you in gathering your documents.
- Completed and signed organizer –
- Include your driver’s license info: either complete on the organizer page or include a copy of your driver’s license
- 1099-R, 1099-INT, 1099-DIV, 1099-B, 1099- MISC, 1099-NEC, 1099-Q, 1099-K
- 5498 for IRA accounts to document contributions, rollovers and conversions.
- For any bank or investment account that you did not receive a 1099-int or 1099-div, include the December statement or the interest paid info from your online account..
- 1098 for each mortgage
- Settlement Statement if you bought, sold or refinanced a house
- 1098-T for tuition and documentation for payment of all education expenses;
- 1098-E for student loan interest
- 5498SA for HSA
- 1099SA for HSA
- Completed Charitable contribution log (if itemizing your deductions)
- Due diligence Questionnaire for Child Tax Credit, Earned income credit, and American Opportunity credit
- If you received any correspondence from the IRS or your state during the year, please include the letter if you have not already given it to me.
* When using the Organizer, you do not have to fill out every section. Use it as a guide for gathering the documentation that you need. For your W-2 and 1099 info, you do not need to fill out the details on the organizer. Just check off that you have the ones listed from previous years or cross out items that you no longer have. Feel free to write notes on it to give details or to ask questions. Use the organizer as a tool to provide complete information and clarification for all income and each deduction.