What do I need for Income tax preparation?
You will need the following information:
- Your social security number.
- Your spouse’s social security number.
- Social security numbers for any dependents.
- All W-2 forms from all of your employers from the tax year you’re working on.
- 1099 Forms for completed contract work that earned you more than $600
- Investment income information (interest, dividends, proceeds from stocks or bonds, and income from foreign or other investments).
- Business income information (for any and all businesses you own or have shares in).
- Unemployment income information.
- Rental property income information.
- Social security benefits.
- Miscellaneous income information (like anything you earned jury duty, winnings from lottery or gambling, prizes and awards, and information about anything you might have received from savings accounts for medical bills).