Skip to main content

2013 Tax Preparation Checklist

Saint Louis Tax Preparation

1.  Important Tax Documents W2 and 1099-MISC Unemployment 1099-G Pension 1099-R Social Security 1099-SSA State and Local Income Tax Refunds 1099-G Gambling and Lottery Winnings W2-G Investment Income and Stock Transactions 1099-INT, 1099-DIV, 1099-B Business and Partnership Income K-1 Mortgage Interest 1098-Mortgage Interest Student Loan Interest 1098-E College Tuition 1098-T HSA / MSA Distributions 1099-SA […]