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The Holidays are over and we are all taking a deep breath of relief; not so fast, it is time to start preparing to file your federal and state income taxes. The majority of us will be waiting for our W-2’s until the end of January to the beginning of February at which time we can file our taxes and some lucky few have a dedicated Human Resource department and will receive their W-2’s sometime in the next week.

If you have your taxes prepared by a tax professional, either by an accountant or a service such as Jackson Hewitt, then having all your proofs and documents set aside before you walk in their doors will save you time and frustration. While each persons tax situation is different their are a handful of items that everyone will need to have their taxes prepared; such as personal identification, wage documents, dependant information and deduction information.

Here s a small list of items you will want to bring to your tax preparer:

1. Property Taxes Paid
2. Mortgage Interest Paid
3. 1099’s (this includes DIV, MISC, INT etc.)
4. W-2’s
5. Unemployment
6. Tuition Statements
7. Charitable Contributions
8. Social Security Statement
9. Self Employment Income and Expenses
10. Union Dues and Fess Paid
11. Job related magazine subscriptions cost
12. Uniform costs if job required(can not be able to wear outside the workplace, i.e. safety goggles, steel-toe boots, scrubs.
13. Last years tax preparation cost
14. Safe Deposit Box fees
15. Childcare Providers cost and Employer Identification Number (EIN)

Well, that should get you close to having everything together when you wall through the doors to have your taxes prepared. Call you service beforehand and ask if they offer a checklist of items you should bring to your appointment. Most willing hand them out to eliminate needless waiting and running for information that can cause your filling to be delayed.
 

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