At Accountit, CPA, we advise organizing your documents properly for a smoother tax preparation process. Here are our suggested list for you:

  1. Tax return from previous year
  2. Most recent W-2 form
  3. Documents for 1099 forms
  4. Documentation of mortgage interest payments
  5. Documentation for interest paid on student loans
  6. Records for deductions and tax credits (investigate eligibility for home office deductions)
  7. Statements of realized profits and losses from investment accounts
  8. Records of donations made to charity