A simple list To prepare your taxes Many new rules and regulations starting this year unless you have a 1040 EZ tax return you will be facing confusing times even to prepare a basic return.
1. NEW FOR 2015: 1095A Forms from market place providers (if purchased through market place providers) Existing health Plan information (policy number etc). 2. Personal Data: Social Security Numbers Including Spouse and Children, Child Care provider Data Tax ID or Social Security number. 3. Employment & Income Data: W 2 forms, all 1099 forms (ALL) , K1's. 4. Business: If you have a small business, be sure to have a total income and a detailed expense report. 5. Expenses: Gifts to charity, (receipts for any single deduction more than $250) un-reimbursed expenses related to volunteer work, and to your regular job, Investment expenses.
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