The Top Ten Most Forgotten Items

While gathering the information for your tax return preparation, be sure to review this list. Oftentimes, something will apply to your situation that you might not have thought of before. Also, gathering all of the necessary items for your tax return ahead of time can make the preparation process go a lot more smoothly and quickly!

  • Income Statements

    • W-2

    • Social Security 1099

    • Pension/IRA 1099-R

    • Alimony (paid/received) required under agreements executed prior to January 1, 2019

    • Disability Income

  • Information on Your Home

    • Mortgage Interest

    • Property Taxes

    • Energy Efficient Credit Items

    • Closing documents for Your Home

      • Purchase or Sale of Your Home

      • Refinance of Your Home

  • Personal Property Taxes

    • Car Tags

    • Annual Boat Registration Fees

    • Trailer Tags

    • Camper Tags

    • Recreational Vehicle (RV) Tags

  • Bank/Brokerage Account Information

    • Interest Statement(s)

    • Brokerage 1099(s)

    • Foreign Account Information and Activity

    • Cryptocurrency Account(s)

    • Gain/Loss Reports for any Stock Sales

      • Documentation for Worthless Investments

  • Unreimbursed Business Expenses (if not a W-2 employee)

  • IRA Contributions or Recharacterizations

  • Charitable Contributions

    • Receipts for Cash Contributions

    • Receipts/Appraisals for Non-Cash Contributions

  • Dependent Expenses

    • Child Care Expenses (daycare)

    • Tuition & Qualified Expenses paid on behalf of a dependent

  • Direct Deposit Information for any Refunds

  • Address Changes