TAXES BY SANDHYA
Check List
US Income/Expense
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All W2/1099-Misc (Yearly statement of your Salaries in US)
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All 1099 int (Yearly Bank Interest Statements, if any from the banks that you hold an account with)
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1099 B (for the stocks transactions)
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1098 –T (Tution fee Statement)
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Passports for ITIN (of all your dependents, if they do not have SSN/ITIN)
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1098 (for Mortgage paid in US)
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1099 SA (HSA account Medical Expenses, Health Saving Account, only if you used your HSA card to pay bills)
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1099 G (if you received a state refund/Early withdrawals of 401k/IRA's)
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Rental Income/Maintenance Expense if you have rented a house that you own.
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Receipts/Statemenst from the school for Day Care Expense (if both parents are working)
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Your last years return copy, if you are doing your returns from us for the first time.
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Keep your Bank Account Routing Number and Account Number Handy.
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Car purchase Receipt (Sales Tax Paid) if purchased during the Tax Year.
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Car Licensing RTA Tax Paid when renewing the Tab.
Foreign Income/Expense (For Tax Calendar Year)
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Foreign Income
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Interest from Savings/FDs
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Dividends from Stocks/Mutual Funds
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Capital gains from Stocks/Mutual Fund
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Rental income from the home that you own and have rented it.
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Salaries Slips
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FBAR / Foreign Account Disclosure Requirements
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Do u Have more than $10000 in foreign Banks (FBAR Last date as a deadline with tax return But Automatically treated to be extended to October 15th.
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Do you have $100000 Financial Assets for married filing joint or $50000 for single (Need to include in your return)
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F1 Visa Holders
In Addition to the Above Keep the following Handy
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Your Passport Number
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your First Date of Entry on F1 Visa
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Date of Change to other Visa Type if Any
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Your School Name, Address and Phone Number
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Your Schools Directors Name, Address and Phone Number
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Date of Entry and Exit in your Tax Year (2018)
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No of Days you were in US in 2016, 2017, 2018 Respectively
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If you have Dependents and they do not have ITIN (their Passport)