5. List your personal info
Yes, you probably know your Social Security number by heart, but do you know the Social Security number of each dependent you’re claiming for? If the answer is NO, you’ll definitely want to write those numbers down, along with any other important information your tax preparer is likely to need while processing your taxes.
Let’s say, for example that you own a vacation home or a rental property, but you can’t remember the address. That means a lot of trouble and could cost you dearly. Note the addresses of every single property you have.
Also, if you sold a property in the past year, it’s essential to note the dates you bought and sold, the amount you originally paid, and how much you received from the sale.
