If you sold stock or mutual fund shares, we need BOTH the purchase AND sale papers, including 1099-B's.
IMPORTANT - Mutual Fund record keeping is very complex. Sales, withdrawals AND transfers are taxable events.
Contact your broker for cost basis.
If you bought OR sold a home, please bring:
- Closing papers from the SALE of your old home
- Closing papers from the PURCHASE of your old home
If you are involved in any of the following, we have special worksheets that will help you gather the proper tax information.
[A] Business/work use of personal automobile and you were not reimbursed (also required if self-employed )
[B] Purchase of rental property (bring closing papers)
[C] Rental Income/Expenses
[D] Conversion of your residence to rental property
[E] Business income (self-employment)
[F] Sale, transfer or withdrawal from a mutual fund
[G] Un-reimbursed moving expenses, due to a change of work location (must move over 50 miles).
[H] Exclusive use of a home office to operate a business, perform substantial administrative duties for your business OR use of your home to provide daycare services. We will need the total square footage of your home, and the portion used EXCLUSIVELY for business use. Also, we will need your total household expenses (i.e. Heat, Electric, Insurance, etc)