Preparing for tax season is never easy. Luckily, our team at Smith & Harding Associates is here to help. When you're getting ready for tax season be sure to provide your tax preparer with the right information.
Listed below are tax forms and what they are used for, in order to make sure you're reporting all of your income and deductions:
- W-2 forms, 1095's, 1098's and 1099's
- Brokerage statements
- Childcare provider information (name, address and social security number of payee)
- Records on any property you own
K-1's - partnership or sub-chapter s corporation ownership earnings
- IRA year end statements
- Any records for other income received
- Details on all non-cash donations greater than $500
- Energy saving home improvements such as HVAC services, roofing and storm window and door installation
- Direct deposit information
