WROC Rochester News 8
CPA Dave Young of Young and Company CPAs discussed some of the key documents you need to file your tax return Monday on News 8 at Sunrise. Young said it's important to gather all of the information you'll need for your return, especially if you are using a tax professional. You'll need identification, income documents, last year's tax return, Social Security cards, proof of health insurance, and expense documents. For additional income not reported on a W-2 or 1099, people should have written documents supporting other self-employment income, rental income, or alimony. This could be a spreadsheet, bank statements, or other written evidence.