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INCOME TAX CHECKLIST
NOTE: MANY OF YOUR TAX DOCUMENTS MAY HAVE MOVED TO ONLINE ACCESS ONLY.
PLEASE OPEN AND REMOVE ALL TAX DOCUMENTS
FROM THE ORIGINAL MAILING ENVELOPES!
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RESIDENTIAL ADDRESS, HOME & CELL NUMBERS.(CHANGES & NEW CLIENT ONLY)
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OCCUPATION SELF ____________________ SPOUSE _________________________
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COPIES OF YOUR FEDERAL AND STATE TAX RETURNS FROM THE PREVIOUS YEAR (NEW CLIENTS ONLY)
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NAME, DATE OF BIRTH, AND COPY OF SOCIAL SECURITY CARD OF SPOUSE AND DEPENDENTS. (NEW CLIENTS AND NEW DEPENDENTS ONLY)
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THE AMOUNT OF ALIMONY PAID OR RECEIVED (SS# & ADDRESS OF PERSON)
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THE AMOUNT OF CHILD CARE EXPENSES (PROVIDER ID# AND ADDRESS)
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FORMS W2 FORMS FOR WAGES EARNED.
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FORMS W-2G FOR GAMBLING WINNINGS RECEIVED AND OFFSETTING LOSSES.
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FORM 1099-INT FOR ALL INTEREST EARNED.
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FORM 1099-DIV FOR ALL DIVIDENDS EARNED.
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FORM 1099-SSA FOR THE AMOUNT OF SOCIAL SECURITY INCOME RECEIVED.
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FORM 1099-B SHOWING PROCEEDS FROM THE SALE OF STOCK AND THE CORRESPONDING COSTS AND PURCHASE DATES. (VERY IMPORTANT)
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FORM 1099-G SHOWING THE AMOUNT OF UNEMPLOYMENT RECEIVED.
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FORM 1099-R FOR IRA AND PENSION DISTRIBUTIONS.
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FORM 1099-MISC OR RECORDS OF SELF EMPLOYMENT INCOME AND OFFSETTING
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EXPENSES. INCLUDE EXPENSES & MILEAGE RECORDS FOR BUSINESS USE OF
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ANY VEHICLES.
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ALL RENTAL INCOME AND OFFSETTING EXPENSES.
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SCHEDULES K-1 FOR INCOME FROM PARTNERSHIP, S CORPS & TRUST INCOME
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AMOUNT OF ANY IRA CONTRIBUTIONS MADE.
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FORM 1098-T FOR THE AMOUNT OF TUITION PAID FOR POST SECONDARY EDUCATION FOR YOU, SPOUSE & DEPENDENTS.
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FORM 1098-E SHOWING THE AMOUNT OF STUDENT LOAN INTEREST PAID FOR
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YOU, SPOUSE & DEPENDENTS.
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THE AMOUNT OF MEDICAL, DENTAL & MEDICAL INSURANCE PAID BY YOU.
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THE AMOUNT OF PROPERTY TAXES. (ALSO LOT & BLOCK #)
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FORM 1098 MORTGAGE & HOME EQUITY INTEREST & POINTS PAID.
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THE AMOUNT OF CHARITABLE DONATIONS.
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THE AMOUNT OF UN-REIMBURSED EMPLOYEE BUSINESS EXPENSES. NY STATE TAXES ONLY!
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THE AMOUNT OF JOB RELATED EDUCATIONAL EXPENSES. NY STATE TAX RETURNS ONLY!
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THE AMOUNT OF INVESTMENT EXPENSES. NY STATE TAX RETURNS ONLY!
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THE AMOUNT AND DATE OF FEDERAL & STATE ESTIMATED TAXES PAID.
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SETTLEMENT STATEMENT OF ANY HOME SALE, PURCHASE, OR REFINANCE.
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THE AMOUNT OF RENT PAID.
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COPY OF BLANK CHECK (FOR REFUND DIRECT DEPOSITED)
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IF YOU HAVE BROKERAGE STATEMENTS PLEASE MAKE YOUR APPOINTMENT FOR MARCH MARCH OR APRIL TO ALLOW THESE DOCUMENTS TO ARRIVE!