Checklist of “What to Bring”
- W-2’s (wages)
- 1099’s – Social Security, Railroad Retirement Benefits, Pension or IRA Distributions
- 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
- Record of Purchase and Sale of Stocks, Bonds and Mutual Funds
- Rental Income and Expenses
- Copies of all K-1’s from Trust, Partnership and S-Corporations
- IRA Contributions – Traditional or Roth
- 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
- Moving Expenses and Reimbursement
- Childcare Expenses – Including providers Tax ID or Social Security Number
- College Education Expenses – Tuition, Books, 1098-T
- Cancelled Checks from Federal and State Estimated Tax Payments
- Purchase and Sale of Personal Home and Other Real Estate
- Settlement Sheet of Purchase and Sale
- Copy of Last Year’s Federal and State Tax Return (if you were not a client last year)
- Federal, State, City and Township Tax Forms you received
- Social Security Cards and Birth dates of Spouse and Dependents
- Self-Employment Income and Expenses from Small Business
- Alimony Paid
- Student Loan Interest Paid
- Early Withdrawal Penalties on CD’s and Other Time Deposits
- Un-reimbursed expenses for volunteer work
- Blank/voided check for E-File direct deposit and/or Direct Deposit of paper return refund
- All documents labeled “Tax Documents”
- NEW – Driver’s License or State Issued Identification Card for proof of identity