CHECKLIST 1 What should I bring to my tax appointment? (Short form if not using our tax organizer) Use
this checklist as your personal guide to compiling your tax documents.
It can save you time and remind you which tax documents you've gathered
throughout the year.
Personal Data
Prior Years Tax Returns (if not prepared by us) Social Security Numbers (including spouse and children) Child care provider tax I.D. or Social Security Number and Address (including camps and baby sitters.) Employment & Income Data W-2 forms for this year Partnership and trust income K-1 forms Pensions and annuities 1099-R Alimony received Jury duty pay Gambling and lottery winnings W-2G and losses. Prizes and awards Scholarships and fellowships State and local income tax refund 99-G Homeowner/Renter Data Residential address(es) for this year Mortgage interest: Form 1098 Sale of your home or other real estate: Form 1099-S
HUD settlement statements from Sale and Purchase of new and old property. Second mortgage interest paid Real estate taxes paid Rent paid during tax year name of landlord Moving expenses Financial Assets Interest income statements: Form 1099-INT & 1099-OID Dividend income statements: Form 1099-DIV Proceeds from broker transactions: Form 1099-B
Cost of the stocks sold in the year from your broker statements Tax Refunds & unemployment compensation: Form 1099-G Miscellaneous income including rent: Form 1099-MISC Retirement plan distribution: Form 1099-R Financial Liabilities Auto loans and leases (invoice with car value and lease or finance payments ) if vehicle used for business Student loan interest paid
Early withdrawal penalties on CDs and other time deposits
Automobiles, Boats, Snowmobiles, Trailers etc. Personal property tax information (Registrations) Expenses Gifts to charity (receipts for any single donations of $250 or more) and separate total for non-cash donations Unreimbursed expenses related to volunteer work Unreimbursed
expenses related to your job (travel expenses, entertainment, uniforms,
union dues, subscriptions, Mileage to second job or Multiple work
sites)) Investment expenses Job-hunting expenses Education expenses Child care expenses Medical Savings Accounts Adoption expenses Alimony paid Tax return preparation expenses and fees Self-employment Data K-1s on all partnerships Receipts or documentation for business-related expenses (use our organizer to summarize expenses by categories). Farm income Deduction Documents State & local income tax: and your estimated tax paid IRA, Keogh & other retirement plan contributions Medical expenses Casualty or theft losses Other miscellaneous deductions
Certified Public Accountants and Management Consultants
