The IRS will start receiving tax return for 2018 on January 29, 2019.
Before we meet, there’s a few things that you should do to get organized and make this a smooth and easy process.
First, collect any tax document from your employer and financial institutions. Examples are listed below:
– W-2 (wages from employment)
– 1098 (student loans, mortgage interest)
– 1099-Misc (Non-employee compensation)
– 1099-Int (Interest income from savings account)
– 1099-Div (Investment income such as dividends and capital gains)
– 1098t – Tuition statement form
– 1095-a,b,c (health insurance coverage)
Other documents you’ll need include:
– Drivers license
– Social security card
– Charitable donation receipts
– Childcare and education costs
– Medical receipts
– Contributions to tax-deferred retirement accounts (401(k), IRA)
– Business expense receipts: office equipment and supplies, mileage, utility bills, advertising, meals
– Receipts for tax-deductible home improvements such as energy efficiency upgrades
– Real estate tax and personal property tax documents
Your specific tax need might require other forms, feel free to contact me with additional questions.
Johnwis Garcia
JG Tax and Financial Services 