ACCOUNTANT, TAX & REALTOR SOURCE INC.

WHAT TO SEND/BRING 

"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