Page 28 - AreaNewsletters "Mar'20" issue

Pro Accounting
& Tax Services, LLC
Janell D. Ball, Accountant Castle Rock, CO 80108
(303) 324-8617 Work
(303) 223-3303 Fax jdball65@gmail.com proaccountingtaxservices.com
F I NA NCE & B US I NE S S
Tax Tips
By Janell Ball, RTRP, Pro Accounting & Tax Services, llc
With tax season well underway here is a brief list of items that you will need to gather to get started preparing that return
Personal Information: Your Social Security number, spouse and childrens social security number, along with the Date of Birth for each person.
Income records consisting of W-2’s, which is the tax form your employer will provide you with and 1099 forms, which is what you’ll receive from anyone you worked for on a freelance basis who paid you $600 or more. You will receive from your bank or brokerage account statements showing your interest or dividend income, or the amount of gains you took in from the sale of investments.
You’ll also need a record of what you received in Social Security income (if you’re collecting bene ts). Having all this information ready to go will ensure that you report all your income. And that’s a good way to stay o the IRS audit list.
Expenses or deductions records: Mortgage interest, Property taxes, Charitable contributions (including records donated goods, which are deductible just like cash donations), Medical expenses, Student loan interest, Higher education expense, Child care costs, Educator expenses, IRA contributions and HSA contributions. Keep in mind that some of these won’t apply if you’re taking the standard deduction.
Get Moving: Clearly, there’s a lot of potential paperwork to gather during tax season, so the sooner you get started, the less stressed you’ll be. Remember, even if you’re hiring someone to prepare your taxes for you, you’re still the one responsible for digging up the above information, and if you get moving now, you’ll be well positioned to complete your return well ahead of the April 15 ling deadline.
If you need help with tax preparation now is the time to get on that task, give me a call at 303-324- 8617 to discuss your tax needs.
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Franchising USA LLC Mention: “Castle Rock AreaNewsletters”
March 2020 • Castle Rock “AreaNewsletters” 28