209-727-4604
Empowering Taxpayers
Snyder & Sons Tax
What should I bring to my appointment?
MOST TAXPAYERS
- W2's
- 1099's (INT, DIV, R, B, MISC, etc)
- Social Security numbers/ birth dates for any new dependents on your return
- Child care expenses
- Secondary education expenses (1098T and E)
- 1095A if you purchased health insurance on the ACA exchange
- Unemployment (1099G)
- Social Security (SSA-1099)
- Gambling winnings (W2 G)
TAX PAYERS WHO ITEMIZE (SCHEDULE A)
- Mortgage Interest (1098)
- Real estate taxes
- Charity ( cash and non-cash)
- DMV registration fees
- Work expenses
- Investment expenses
- Refinance or purchase documents (HUD 1)
- Casualty loss (theft, fire, flood)
- Medical expenses (if over 10% of income)
- Gambling losses (up to winnings)
TAX PAYERS WITH RENTAL PROPERTY
- Rental income
- Mortgage interest
- Real estate taxes
- Advertising
- Repairs
- Supplies
- Insurance
- Cleaning and maintenance
- HOA dues
- Pest control, lawn, pool service
- Legal expenses
- Office expenses
- Utilities
- Mileage
- Improvements to home
- Refinance or purchase documents (HUD 1)
TAX PAYERS WITH SMALL BUSINESSES
- Business income
- Advertising
- Mileage
- Equipment
- Insurance
- Commissions and fees
- Interest paid
- Legal and professional
- Office expense
- Rent
- Web site expense
- Repairs and maintenance
- Supplies
- Taxes paid
- Licensing
- Travel (hotel and transportation)
- Meals and entertainment
- Utilities
- Postage
- Continued education
- Other miscellaneous business expenses
