If you’re going to an accountant in Florida to have your tax return prepared, you may be surprised to find that you don’t have everything needed. Tax preparation may require more than you think. Here are some of the things that you need to make certain you have with you when you go to visit your CPA.
Basic Information Needed to File a Tax Return in Florida
There are some standard pieces of information that everyone will need to have when they file their tax return. While this is information you won’t have to think about, it’s something your CPA or other tax preparation expert won’t have.
This basic information includes the following:
- Your full legal name
- Your date of birth
- Your address and phone number
- Your occupation
- Any savings, stocks, property information, etc.
- If you’re married
- If you have any children (and if so, their ages and whether or not they live with you)
This is all information you may not realize your CPA will need since it’s nothing you would have to think twice about filling out.
Of course, it’s impossible to prepare a tax return in Florida without your employment information. Your employer should provide you with a W-2 in the month of January. If you worked for several employers during the year, they should all send you a separate W-2 form to include with your taxes.
If you worked as a contractor, you may not receive a W-2. Instead, you may receive a 1099 form if you weren’t hired as an employee and if you made over a certain amount of money.
In addition to your employment information, you may have other things you can deduct or that need to be filed. Homeowners may want to turn in a mortgage interest form from their mortgage company to take that deduction. Those who purchased healthcare through the marketplace will also receive a form they need to file.
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