Wondering What to Bring to Your Tax Appointment?
We have prepared a checklist for your convenience! Look at this useful tax preparation appointment checklist to ensure 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, IRAs 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 the 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 the tax year and name of the 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)
- The 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 are 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
- Education Expenses
- Childcare expenses
- Medical savings account 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