
"EVERYONE"
Ask Us about Selling or Buying
Real Estate!
What to Bring When You File Your Taxes (info also on website)
- •All INCOME documents mailed to you “Important Tax Documents” (W2s, W2Gs, 1099s, SSA, etc...)
- •Driver’s license, social security cards, and date of birth for all persons to be listed on return
- Income documents- All W2s, 1099s and SSA statements (UNEMPLOYMENT
- Child Care (Provider name, address, FEIN or Social Security # and amount paid)
- Health Insurance Coverage Information (form 1095)
- If part year resident- dates you moved to resident state
- Copy of previous year’s tax return and health insurance information if not covered
- Tuition/education expenses (1098-T and out of pocket cost for books, fees, etc.)
- Educators - out of pocket supplies paid
- Tuition, books, fees for K-12 students
- Student loan interest
- Retirement contributions (paid out of pocket)
- Alimony paid/received if established before 2019
- Moving expenses paid (active duty military only)
- Estimated taxes paid to IRS and state
- Home office deductions (see 'more info' link) to see if you qualify
Click 'What to Bring' on website and category below that pertains to you
- Homeowner (Click 'What To Bring and Homeowner Deductions' on website)
- Rental Property (Click Investor/Property Owners on website)
- Business or Self-Employed (Click Businesses/Self Employed)
- Transportation/Logistic Owners/Workers (Click Transportation Workers)
- Plug-In Vehicle Bill of Sale
- Foreign (Click Foreign Income)
803.309.1892 / Fax 803.233.7971
Accountingtaxsource.net
Email: TaxRealtorSource@gmail.com
Accountant Tax & Realtor Source Inc.. 9300 Two Notch Road, Columbia, SC 29223
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Address
9300 Two Notch Road
Columbia, SC 29223
Contact
888-829-3299 or 803-309-1892
Fax: 877-829-3299
TaxRealtorSource@gmail.com