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INDIVIDUAL TAX RETURNS

OUR FINANCIAL PLANNING PROFESSIONALS ARE HERE TO SERVE YOU

Individual Tax Returns

Filing your tax return every year can be a time-consuming and confusing process. The more you do, the more you earn and the more your family grows, the more complicated it gets. If you’re confused about what you need, scroll through this checklist put together by the financial planning pros at Bachleda & Rodriguez Companies. We proudly serve the San Antonio, TX area. Please ask, call, and visit us regarding tax extensions (due by IRS deadline annually).

Download Checklist

When Putting Together Your Tax Return, Remember:

  • Copy of last year's federal tax return (state if applicable), only if we did not prepare your return last year.
  • Drivers license (Taxpayer & Spouse).
  • Social Security cards (each person/dependent on return).
  • Date of Birth (each person/dependent on return).
  • Voided check for direct deposit.
  • Form W-2's Wage & Earning Statements from all employers.
  • Form 1099's Income for self employment, interest, dividends, retirement, miscellaneous, stocks, or mutual fund investments*.
  • Form 1099 for early IRA distribution or other distributions.
  • Form 1098 Income for mortgage interest and property taxes paid.
  • Refinancing information of mortgage.
  • Property tax forms.
  • Charitable contributions or Donations / Out-of-pocket expenses (listed & totaled) / Work-related Mileage.
  • Settlement statements (HUD-1) from any houses bought or sold.
  • 401K statements / Regular IRA contributions / Roth IRA contributions.
  • Income from self employment not shown on 1099 forms and expenses related to that income (see common business deductions).
  • *Info from sales of stock, mutual funds, or other significant assets should have: dates of purchase and amounts you originally paid.
  • Taxes paid during the year – estimated income tax payments, property, sales tax.
  • Any sales tax paid on significant purchases (car, major appliances, etc.).
  • Form 1098T or 1098E for College tuition, loans, or loan interest paid on each student (child or adult).
  • Educator expenses for teacher supplies or expenses not reimbursed.
  • Recent IRS notices or state tax authority correspondence, if any.
  • Childcare payments made (amount, care provider’s name, address and ID number).
  • Unemployment compensation.
  • Social Security benefits.
  • Schedule K-1’s from any partnership, S-Corporation, Estate, or Trust.
  • Medical expenses and any health insurance and long term care insurance premiums paid.
  • Form 1095 or proof of health insurance such as an insurance card.
  • Year-end statement from all investment accounts.
  • Alimony paid or received.
  • Divorce decree if you were divorced in prior year.
  • Form 1099G for Gambling & lottery winnings.
  • Moving expenses.
  • Anything else, out-of-pocket, that you think might be deductible – it’s better to give us too much than to risk missing out on some of the deductions you’re legally entitled to take!.

To schedule a consultation or to discuss your taxes with our staff, please call us today. Bachleda & Rodriguez Companies would be more than happy to discuss your taxes and give you tips on how to get the best return. Please call, ask, and visit us regarding tax extensions. Don’t miss important deadlines!