At Accountit, CPA, we advise organizing your documents properly for a smoother tax preparation process. Here are our suggested list for you:
- Tax return from previous year
- Most recent W-2 form
- Documents for 1099 forms
- Documentation of mortgage interest payments
- Documentation for interest paid on student loans
- Records for deductions and tax credits (investigate eligibility for home office deductions)
- Statements of realized profits and losses from investment accounts
- Records of donations made to charity
