# Best practices for preparing your documents To help you get the most accurate results when Filed AI prepares your return, we've put together quick guidance on the forms and schedules that typically need a little extra clarity: * Schedule A - Itemized Deductions * Sale of Home Residence / Sale of Rental Property * All Carryovers * Form 8829 - Home Office Deduction * Schedule K-1s (1065 & 1120S) * Schedule C, E, and F Note: Most documents—like W-2s, 1099-INTs, and 1099-DIVs are straightforward and require nothing more than the form itself. *** ## Schedule A - Itemized Deductions * Medical and Dental Expenses * Taxes Paid * Home Mortgage Interest * Gifts to Charity * Casualty and Theft Losses *** ## Sale of Home Residence / Sale of Rental Property * Sale of Principal Residence (Form 1099-S) * Sale of Rental Property (Reported on Form 4797 and Schedule D) *** ## All Carryovers Clients must provide prior-year tax returns and relevant forms, including: * Form 8582 * Schedule D * Form 1045 * Form 1116 * Form 8606 * Forms 3800 * And other applicable carryover forms *** ## Form 8829 - Home Office Deduction Required documentation includes: * Total square footage of the home * Office square footage * Proof of business use *** ## Schedule K-1s (1065 & 1120S) Necessary items include: * Completed K-1 forms * QBI Statements * Schedule K-2 and K-3 * Partner's/Shareholder's Basis Worksheets * Other relevant financial records *** ## Schedule C, E, and F * Schedule C – Sole Proprietorship / Single-Member LLC * Schedule E – Rental Properties / Supplemental Income * Schedule F – Farming Income and Expenses * Other Documents (Applicable to All Schedules) *** Legacy URL: --- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter: ``` GET https://help.filed.com/filed-help-center/getting-started/best-practices-for-preparing-your-documents.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.