Simply Done

Simply DoneSimply DoneSimply Done

Simply Done

Simply DoneSimply DoneSimply Done
  • Home
  • Portal
  • Tax Preparation
  • Documents and Information
  • Quickbooks
  • Small Business Start Up
  • Due Dates
  • Resource
  • About
  • Contact Us
  • Appointment
  • Downloads
  • More
    • Home
    • Portal
    • Tax Preparation
    • Documents and Information
    • Quickbooks
    • Small Business Start Up
    • Due Dates
    • Resource
    • About
    • Contact Us
    • Appointment
    • Downloads

  • Home
  • Portal
  • Tax Preparation
  • Documents and Information
  • Quickbooks
  • Small Business Start Up
  • Due Dates
  • Resource
  • About
  • Contact Us
  • Appointment
  • Downloads

Tax Organizer

Some taxpayers like to use an "organizer" as they gather tax information.  Request a personalized organizer here, or print (or fill the pdf) a generic organizer here.  It is not necessary to fill in information for which you are providing documents (W-2, 1099R, charitable contribution letter, etc.)

Tax Documents and Information to provide

Documents

Following is a list of common documents you may receive:

Form W-2

Reports wages and withholdings from all jobs where you and your spouse worked as an employee.

Form W-2 G

Reports gambling winnings and withholdings.

Form 1099 INT, DIV, B

Interest earned, dividends earned, stock sold

Form 1099 R

Reports amount received, amount taxable and withholdings from retirement accounts.

1099 SSA and RRB 1099 R

Reports amounts received from Social Security and Railroad retirement.

1099 NEC

Reports amounts received for contract labor of $600 or more.

1099 MISC

Reports rent, prizes and awards, other income and more.

Form K-1

Reports taxpayer share of income from partnership, S corporation, estate or trust.

1099 Q

Reports payments from a qualified tuition program.

1098 Mortgage Interest

Reports interest you paid on a mortgage.

1098 T

Reports tuition billed and paid.

1098 E

Reports student loan interest you paid.

Form 1095 A

Reports amount paid for health insurance through the marketplace.

Other official documents

Provide any other official documents you receive reporting income or payments.

Prior year's tax return

Please provide the prior year's tax return only if our office did not prepare your tax return in the prior year.


Information

Following is a list of common information needed for tax preparation:

Driver's license

IRS e-file requires driver's license number, issue date and expiration date for both taxpayer and spouse.

Dependents

Provide full name, social security number, date of birth, relationship to you.

Changes

Let us know about changes in address, dependents, job status, marital status.

Self-employment income and expense

Amounts received from working as contract labor or as a sole proprietor.  All income received is taxable, even if not reported to IRS on form 1099.  Provide expenses related to business income.

Rent

Amounts received from renting or leasing real or personal property. Provide expenses related to rental income.

Medical Expense

Amounts paid for out-of-pocket (not reimbursed or paid with an HSA, FSA) medical expense.  This may include insurance premiums, co-pays, hospital, dental  and orthodontic, parking as well as mileage.  


Keep in mind, medical expense must be more than 10% of adjusted gross income (4% on state) to begin to count, and requires itemizing.  Most of us will not have enough medical expense to itemize on federal, but some may be able to deduct on state. 


Read more about allowable medical expense here.

Property tax

Amount of real property tax you paid and amount of "ad valorem" tax you paid on your car tags.

Charitable contibutions

Statements or receipts from charitable contributions, both cash and non-cash.


Read more about charitable contributions here.

Tax Organizer

Need a tax information organizer?

Click here for tax organizer information and download.  Use a pdf fillable organizer or print a paper organizer.

Copyright © 2025 Simply Done - All Rights Reserved.

Powered by