'What to Bring'

Checklist of “What to Bring”

0.   W-2’s (wages)
0.   1099’s – Social Security, Railroad Retirement Benefits, Pension or IRA Distributions
0.   Record of all other income
• Interest and Dividends from Stocks, Bonds and Mutual Funds
• Non-Employee Compensation
• Gambling Winnings
• Alimony Received
• State and Local Income Tax Returns
• Unemployment Income
0.   Record of Purchase and Sale of Stocks, Bonds and Mutual Funds
0.   Rental Income and Expenses
0.   Copies of all K-1’s from Trust, Partnership and S-Corporations
0.   IRA Contributions – Traditional or Roth
0.   Itemized Deductions
• Out-of-Pocket Medical Expenses and Health Insurance Premiums Paid By You
• Real Estate Taxes Paid
• Mortgage Interest Expenses
• Contributions – Cash (checks or receipts)

                  Receipts for Clothing & Household Items Donated

• Mileage Driven For Charitable Organizations
• Tax Return Preparation Fees
• Safe Deposit Box Fees
• Casualty Losses
• Un-reimbursed Employee Expenses
• Fees for IRA and Investment Expenses
• Gambling Losses (Necessary only if you have winnings)
• Job Hunting Expenses
0.   Moving Expenses and Reimbursement
0.   Childcare Expenses – Including providers Tax ID or Social Security Number
0.   College Education Expenses – Tuition, Books (cannot use room & board expenses)
0.   Cancelled Checks from Federal and State Estimated Tax Payments
0.   Purchase and Sale of Personal Home and Other Real Estate
• Settlement Sheet of Purchase and Sale
0.   Copy of Last Year’s Federal and State Tax Return  (if you were not a client last year)
0.   Federal, State, City and Township Tax Forms you received
0.   Social Security Cards and Birth dates of Spouse and Dependents
0.   Self-Employment Income and Expenses from Small Business
0.   Alimony Paid
0.   Student Loan Interest Paid
0.   Early Withdrawal Penalties on CD’s and Other Time Deposits
0.   Un-reimbursed expenses for volunteer work
0.   Blank/voided check for E-File direct deposit and/or Direct Deposit of paper return refund