Tax Appointment Checklist – Phoenix Tax Consultants

Tax Appointment Checklist

Wondering what to bring to your next tax appointment?

We have prepared a checklist for your convenience! Take a look at this useful list to make sure you aren’t forgetting anything. Or better yet, click here for a printable version of this checklist and mark off the items that you have as you come across them.

Personal Data:

  • Full name and social security numbers for self, spouse and all dependents
  • Prior Years’ Tax Returns (if not prepared by us)
  • Child care provider tax ID or Social Security Number and Address (including camps and babysitters)
  • 529 contribution beneficiaries’ social security numbers

Employment & Income Data:

  • W2 forms for all jobs worked during last year
  • Partnership and trust income (Forms K-1)
  • Pensions and annuities (1099-R)
  • Alimony received
  • Jury duty pay
  • Gambling and lottery winnings and losses (Forms W-2G)
  • Prizes and awards
  • Scholarships and fellowships
  • State and local income tax refund (Forms 1099-G)
  • Unemployment compensation (1099-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 statements (Form 1098)
  • Real estate taxes paid (including county, borough, school, etc.)
  • Rent paid during tax year and name of landlord
  • Moving expenses

Financial Assets:

  • Interest income statements (Forms 1099-INT & 1099-OID)
  • Dividend income statements (Forms 1099-DIV)
  • Proceeds from broker transactions (Forms 1099-B)
  • Cost basis of the stocks sold in the year from your broker statements
  • Miscellaneous income including rent and non-employee compensation (Forms 1099-MISC)
  • Retirement plan distribution (Forms 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 ALL donations is required) and separate total for non-cash donations
  • Unreimbursed expenses related to charity/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
  • Childcare expenses
  • Medical savings accounts statements
  • Adoption expenses
  • Alimony paid
  • Tax return preparation expenses and fees

Self-employment Data:

  • K-1s on all partnerships
  • Receipts or documentation for business-related income and expenses
  • Farm income documentation

Deduction Documents:

  • State & local income tax and your estimated tax paid
  • IRA, Keogh & other retirement plan contributions
  • Medical expenses

Other Items:

  • Casualty or theft losses
  • Other miscellaneous deductions
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