Please collect all tax related documents.
To the extent possible, group the income sources. Usually
these documents include W2's, interest & dividend
statements, broker capital gains/losses summaries, social
security, 1099's, and pensions & annuities statements.
To the extent possible, group and total your deductions by
category - Medical, Taxes & Mortgage interest, Charity,
Un-reimbursed business expenses, etc. For Medical, total
your prescriptions, co-pays, premiums, etc.
Please visit the links to Income Sources, and Possible
Deductions for more details.
Also have available last year's return. It contains numbers
that help the e-file process and provides a checklist so we
don't miss any deductions you've used in the past.
Also, let's talk on the phone.
To the extent possible, group the income sources. Usually
these documents include W2's, interest & dividend
statements, broker capital gains/losses summaries, social
security, 1099's, and pensions & annuities statements.
To the extent possible, group and total your deductions by
category - Medical, Taxes & Mortgage interest, Charity,
Un-reimbursed business expenses, etc. For Medical, total
your prescriptions, co-pays, premiums, etc.
Please visit the links to Income Sources, and Possible
Deductions for more details.
Also have available last year's return. It contains numbers
that help the e-file process and provides a checklist so we
don't miss any deductions you've used in the past.
Also, let's talk on the phone.
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