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INCOME TAX CHECKLIST

NOTE: MANY OF YOUR TAX DOCUMENTS MAY HAVE MOVED TO ONLINE ACCESS ONLY.

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PLEASE OPEN AND REMOVE ALL TAX DOCUMENTS

FROM THE ORIGINAL MAILING ENVELOPES! 

  •  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)

  • 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

  • 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

  • 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!

 

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