Tax Appointment Checklist

Income

• Form W-2(s) from your employer(s)
• 1099s:
  • Form 1099-INT Interest statements
  • From 1099-DIV Dividend Income statements
  • Form 1099-B proceeds from broker transactions
  • Form 1099-R Pension statements
  • Form 1099-G Unemployment or State refund statement
  • From 1099-MISC Miscellaneous Income
• Schedule K-1 from partnerships, S Corps, or trusts
• Social Security statements
• Gambling and lottery winnings
• Other Income (and expenses)
  • Rental Property
  • Self Employment
  • Farm Income

Expenses/Deductions

• Form 1098 Mortgage interest paid
• Real Estate taxes paid
• Charitable Contributions
• Medical and Dental expenses
• Student loan interest paid
• Unreimbursed expenses related to your job
• College tuition paid
• IRA, KEOGH & SEP contributions
• Alimony paid
• Day Care expenses

Other

• Date of Birth and Social Security of all your dependents
• Estimated tax payments made to State and Federal Government
• Last income tax return filed (New clients only)
• Voided check (for Direct Deposit of refund (new clients/new bank account))