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2013 Filing Season – Preparing for your Individual Tax Return

Posted Jan 18, 2014

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Whether you are meeting with us for a tax interview or just dropping off your information this year, advance preparation on your part can make this filing season nearly painless. A few recommendations:

  • Complete your organizer (especially the questionnaire section) as thoroughly as possible. If you have misplaced your organizer, please call us and we will be happy to provide another one.
  • Bring your source documents; to prepare your return, we will need all your IRS forms. The most common forms include:
    • W-2 (wages)
    • 1099-R (pensions/IRA income)
    • SSA-1099 (social security income)
    • K-1s (both Federal and State, as applicable) for any interests in passthrough entities:
      • Partnerships
      • S-Corps
      • Trusts/Estates
  • 1099 Forms:
    • 1099-INT   (Interest received in 2013)
    • 1099-DIV   (Dividends received in 2013)
    • 1099-B/Consolidated (Consolidated brokerage packets include interest, dividends, stock sales, etc.)
    • 1099-MISC (Miscellaneous income, usually for Schedule C activities)
  • W-2G (gambling winnings)
  • 1099-G (state payments including tax refunds and unemployment)
  • 1098 Forms:
    • Mortgage interest
    • Student loan interest (1098-E)
    • Tuition statements from higher education  institutions (1098-T)
    • Deduction Documentation:
      • Real Estate Taxes (to retrieve payment history for Pima County, click here)
      • Personal Property Taxes (Vehicle registration renewal) (to retrieve Arizona’s vehicle fee recap online, click here)
      • Medical expenses
      • Charitable donations, both cash and noncash
      • Childcare expenses
      • Schedule C business expenses and business use of vehicle mileage log
      • Gambling losses
      • If you have any questions or are unsure of anything, please write them down so that we can be sure to answer them
      • Schedule your appointment with us once you have nearly all your documents together. If many of your documents have not yet arrived by your scheduled appointment, we are more than happy to reschedule.

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