Tax season is right upon us, which means it’s time to prep. You will need the following information as part of your tax preparation:
-SSN
-W2 for self and spouse
-1099-S forms for income from sale of a property
-Form 1098-E for student loan interest paid
-State and local income taxes paid
-Vehicle license fees based on value of vehicle
-SSA-1099 for Social Security benefits received
-Records of IRA contributions made during the year
This is just a quick snapshot of some of the items you may need. For more complicated or individualized cases, a CPA can file your taxes for you to guarantee the they are filed properly and you obtain as much of your money as possible