Tax Organizer List of Documents to Send to Preparer
The Tax Organizer's List of Documents to Send to Preparer is based on prior year documents. But it only lists income documents: W-2, 1099-INT, 1099-DIV, 1099-R, SSA-1099, K-1, and 1099-G.
It does not list A LOT of other documents that we also NEED. Please enable it to also list the following if it was present in the prior year tax return:
* IP PIN <-- this one is super important!
* 1099-NEC or 1099_MISC present in last year's return. Either list each one or request "All 1099-NEC or 1099-MISC received".
* If a Sch C or Sch E or 4835 were present, request "Sch C: list of income and expenses" etc.
* If Form 7206 were present, request self-employed health insurance premiums
* If Contributions present, request "Charitable contribution receipts"
* 1098
* Form 1099-G - Certain Government Payments. The line is listed then, it lists the state or agency on the next line. But I would like to see it say for example "State of IN, if any received". I have clients, who are not tax savvy, call to say, I can't find that form! And they won't find it if they didn't receive a state refund or government program form, such as taxable agricultural payments, for the prior year.
There are more ones that would be helpful.
The one that has wasted my time most is the IP PIN. Once you obtain one, you must have it every year!
Thank you for your consideration as these items on the Tax Organizer Documents List save time for tax preparers during tax season crunch time!
