This Tax Organizer and checklist is designed to help you collect and report the information needed to prepare your 2018 income tax return. The below referenced source documents cover income, deductions, and credits, and will help in the preparation of your tax return by focusing attention on your unique circumstances.
¨ A copy of your 2017 tax return
¨ Original Form(s) W-2
¨ Social Security numbers and birthdates for all dependents
¨ Social Security Benefits Statement
¨ Schedule(s) K-1 showing income or loss from partnerships, S corporations or estates or trusts.
¨ Copies of other compensation or pension documentation, such as Form 1099-MISC or Form 1099-R.
¨ Form(s) 1099 or statements reporting dividend and interest income or cancellation of debt
¨ Provider Information for Child and Dependent Care Expenses
¨ Proof of Health Insurance
¨ Medical & Dental Expenses
¨ Real Estate and Personal Property Taxes Paid
¨ Charitable Contributions
¨ Brokerage statements showing transactions for stocks, bonds, etc.
¨ Form(s) 1098 reporting interest paid, copies of real estate tax bills and other information relating to real property holdings
¨ Form 1098T detailing Tuition Expenses
Every tax return is unique and the above list may not be all inclusive for your situation. Please make sure to bring any other information notices you may have received, or any items you have questions about.
Thank you for placing your trust and your business with M&J Tax Services.