Info to provide for your 1040:
|
| Last 2 years tax returns |
| Last 2 years depreciation schedules, if applicable |
| Copies of IRS notices |
| All current year tax forms and information including: |
| W-2, 1099 Misc |
| 1099's from brokers and banks |
| 1098 Mortgage Interest, property tax receipts
K-1's |
| Dates of birth and occupations |
| Gain or loss information on stock trades and sales of assets |
| Settlement statements for refinance, purchase or sale of property |
| Amount of cash charitable contributions |
| Value of non-cash charitable contributions |
| Estimated tax payment amounts and dates |
| Cancelled check for direct deposit of refund |
Business Income & Deductions Form
|
|
Business Documents
|
|
|
| |
|
