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Preparing for you Tax Appointment
Posted by Kelli Hegsted Feb 12th
Category: Member Blogs
Tags: Taxes Accounting KDH Businesss Services
Now is the time to start preparing for your appointment with your tax preparer. 
 
The more prepared you are at this first appointment the less stress and anxiety you will have as you preparer works through your return.

 

The following is a partial list of items you may need to take with you to your appointment. 
  • Last year's tax return
  • Original W-2 Forms
  • Schedule(s) K-1 from any partnerships, S-Corps, estates or trusts
  • Copies of other compensation documents, such as any 1099's
  • Any retirement or pension documents, such as any 1099-R's
  • Brokerage Statements
  • Any 1098's including those for Mortgage interest
  • Personal Property Taxes Paid

More information and an expanded list is available on my blog.  kdhbusiness.blogspot.com

View the entire article here

You can also view my website at www.kdhbookkeeping.com

Wishing a less stressful and happy tax season!
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