Pundit Tax

Documents to Bring

The following are the most commonly referred documents. If you think any other Tax documents, you can bring them.

W-2's from your employers.

1099-MISC forms for self-employment income.

1099-INT (interest) and 1099-DIV (dividends) forms.

1099-B forms showing brokerage trades in stocks and bonds.

K-1 forms for income from a partnership, small business, or trust.

1099-SSA form showing Social Security received.

IRA/401K /Retirement account distributions.

Any Income from Foreign Countries.

Any additional income not reported on a W-2 or 1099 form i.e any other self-employment income, rental income, or alimony received etc.,

Estimated Tax Payments (if paid) Detailed Summary.

Documents supporting Taxes paid to Foreign country.

School-Tuition Fee Paid receipts.

Medical Bills/Receipts.

Real estate taxes paid.

Mortgage Interest Paid (1098 form).

Gifts to Charity.

Child Care Expenses.

Student Loan Interest.

IRA Contribution Information.