Are you prepared for this tax season? Ahad&Co is here to bring you a helpful checklist to get you started right away! Don’t wait, tax day is April 15, 2019.
Hope everyone had a great first month of 2019. It’s already February and from now on the tax deadline will be approaching quickly. We wanted to help you out with a tax checklist to make sure you come in to the office with all the right documents. Let us know if you have any questions.
What Do I Need To File My Taxes?
A Checklist By Ahad&Co
1. Your SSN and Tax ID number as well as your spouse and/or dependents if applicable
2. Health Insurance:
Form 1095 A, B, or C
3. Educational Expenses:
Form 1098-T for tuition or 1098-E for loan interest
Form 1099-R for reporting distributions from a retirement account
Form 1098 if you have a mortgage
6. Investors or Stock Transactions:
Form 1099-B and Form 1099-DIV
7. Bank Interest:
Form 1099-INT if you received bonuses or interest from the bank
Form W-2 for employees or Form 1099-MISC for contractors
Of course everyone is different so we may request additional documentation from some of you but this is a comprehensive list for most of our clients. So what are you waiting for? File today!