What To Bring To Your Accountant for Individual Taxes
| WHAT TO BRING TO YOUR ACCOUNTANT: | |||||
| 1040 return | |||||
| Item | Documentation | ||||
| 1) Tax returns from prior years
Write notes over here.
|
2015, if possible. | ||||
| INCOME | RECORDS | ||||
| 2) Wages and salaries | W-2 | ||||
| 3) Dividends and interest | 1099-Div and 1099-INT | ||||
| […] | |||||