Law Offices of Christine Chung
  • Home
  • About Us
    • Our Philosophy
    • Our Planning Process
    • Our Fees
  • Attorney
  • Virtual Services
  • Practice Areas
    • Estate Planning
    • Probate Administration
    • Trust Administration
  • Blog
  • FAQ
    • Estate Planning
    • Probate
    • Trust Administration
  • Contact Us

IT’S TAX SEASON! Here’s A Checklist Of Documents To Gather For Your Tax Appointment

3/12/2015

1 Comment

 
Picture
With the tax filing deadline around the corner, and though filing your taxes is not exactly thrilling, it needs to be done. It can be a bit overwhelming to have to dig through your files and gather all your paperwork to file taxes.  But after taking this first step, the rest of the process should be easier and less stressful.

Here’s a checklist of what you will need to gather before your tax appointment:

1)      Your Social Security number, your spouse’s and/or dependents’ Social Security numbers
2)      Last year’s tax return
3)      All W-2 and/or 1099-MISC forms including any contractor’s income
4)      Self-employed bookkeeping records
5)      Schedule K-1s
6)      Bank saving interest and dividend statement from credit unions, stockbrokers, etc.
7)      Unemployment compensation report
8)      Social Security benefits report
9)      Gambling winning or lottery winning statement
10)   State Income tax refund from last year
11)   Withdrawal statement of your 401K, IRA, Pension and Annuity, etc.
12)   IRA contribution for last year
13)   Education expenses for your children and yourself and student loan interest
14)   Health and dental insurance / Obama Care premium payment and associated expenses
15)   House mortgage interest records
16)   House property tax records
17)   Auto registration fees
18)   Childcare expense, care provider name, SSN or Tax ID-FEIN, and address
19)   Business, business travel, rental property, stock, bond, real estate, job related moving expenses, etc.
20)   Charitable donations made throughout the year
21)   1099-C forms, if you canceled any debt during the year
22)   Record of alimony received

23)  Energy-efficient home improvement records and receipts
1 Comment

    About the Author

    Christine Chung, Esq.
    [email protected]
    949.529.1480

    Archives

    March 2020
    January 2020
    November 2019
    October 2019
    November 2018
    April 2017
    March 2017
    February 2017
    January 2017
    November 2016
    October 2016
    August 2016
    July 2016
    June 2016
    May 2016
    April 2016
    March 2016
    March 2015
    January 2015
    September 2014
    July 2014
    June 2014
    April 2014
    March 2014
    February 2014

    Categories

    All
    Advance Health Care Directive
    Digital Assets
    Digital Property
    Estate Planning
    Estate Tax
    Fiduciary
    Guardian
    Health Care Power Of Attorney
    Income Taxes
    Joint Tenancy
    Living Trust
    Probate
    Trustee
    Wills

    RSS Feed

    View my profile on LinkedIn
Picture
Home | About Us | Attorneys | Virtual Services | Practice Areas | FAQs | Contact Us 

© 2018 Law Offices of Christine Chung. All rights reserved. Disclaimer/Privacy Notice
  • Home
  • About Us
    • Our Philosophy
    • Our Planning Process
    • Our Fees
  • Attorney
  • Virtual Services
  • Practice Areas
    • Estate Planning
    • Probate Administration
    • Trust Administration
  • Blog
  • FAQ
    • Estate Planning
    • Probate
    • Trust Administration
  • Contact Us