Checklist

What You'll Need At Your Next Tax Appointment

1. W-2’s

2. Record of other income (1099s)

• Pension or IRA distributions including rollovers and conversions
• Interest and dividends from savings institutions and brokerages
• Nonemployee compensation
• Stocks sold – purchase and sales slips (Mutual funds, bring year-end statements since year of purchase)

3. Rental property income and expenses (New rentals, bring settlement sheet from purchase and tax assessment)

4. K-1’s (Partnership, S-Corporation, Estates and Trusts)

5. IRA (Traditional, Roth and Educational), SEP and KEOGH contributions

6. Post-secondary tuition and student loan interest

7. Itemized deductions:

• Medical expenses
• Real estate taxes
• Personal property taxes (Car tax)
• Interest on residential mortgages
• Contributions (Cash and non-cash)
• Tax preparation fees
• Safe deposit box fee
• Employee business expenses (Unreimbursed travel, entertainment, meals, auto)
• Job search expenses

8. Job related moving expenses and moving reimbursement documentation

9. Child care expenses and provider information (Name, address and social security or federal ID number)

10. Documentation for federal and state estimated tax payments for the previous year

11. Purchase and sale of residence

• Closing papers from the purchase and sale of old residence
• Closing papers from the purchase of new residence
• Improvements to both old and new residence

12. Copy or original of prior year's federal and state tax returns. (New clients only)