Tax Appointment Checklist
Personal information –
-
- Last year’s income tax return if you are a new client
- Name, address, Social Security number and Dates of Birth for yourself, spouse and dependents
- Dependent Care Provider, Name, Address, Tax ID or S.S.N.
- Banking information if Direct Deposit/Direct Debit Requested
- Copy of all Driver’s Licenses, front and back
Income Data Required –
-
- Wages (W-2 forms) and/or Unemployment (1099-G)
- Interest (1099-INT) and/or Dividend Income (1099-DIV)
- State/Local income tax refund
- Social Security Income (SSA-1099)
- IRA, Pension and or Annuity distributions (1099-R)
- Stocks and/or Bonds Sales
- S Corp/Partnership/Trust/Estate Income (K-1)
- Gambling/Lottery Winnings and Losses/Prizes/Bonus (W-2G)
- Alimony Income
- Rental Income
- Self Employment/Tips
- Farming Income
- Foreign Income
Expense Data Required –
- Dependent Care Costs
- Education/Tuition Costs/Materials Purchased (1098-T)
- Medical/Dental, including health insurance and long term care contracts
- Mortgage/Home Equity Loan Interest/Mortgage Insurance (1098)
- Employment Related Expenses
- Gambling/Lottery Expenses
- Tax Return Preparation Expenses
- Investment Expenses
- Real Estate Taxes
- Estimated Tax Payments to Federal and State Government and Dates Paid
- Home Property Taxes
- Charitable Contributions Cash/Non-Cash
- Purchase qualifying for Residential Energy Credit
- IRA Contributions/Retirement Contributions
- Home Purchase/Moving Expenses
- Health Savings Account (1099-SA)
- Rental property expenses
Printable Stuff: