Checklist of “What to Bring”

  1.   W-2’s (wages)
  2.   1099’s – Social Security, Railroad Retirement Benefits, Pension or IRA Distributions
  3.   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
  4.   Record of Purchase and Sale of Stocks, Bonds and Mutual Funds
  5.   Rental Income and Expenses
  6.   Copies of all K-1’s from Trust, Partnership and S-Corporations
  7.   IRA Contributions – Traditional or Roth
  8.   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
  1.   Moving Expenses and Reimbursement
  2.   Childcare Expenses – Including providers Tax ID or Social Security Number
  3.   College Education Expenses – Tuition, Books, 1098-T
  4.   Cancelled Checks from Federal and State Estimated Tax Payments
  5.   Purchase and Sale of Personal Home and Other Real Estate
    • Settlement Sheet of Purchase and Sale
  6.   Copy of Last Year’s Federal and State Tax Return  (if you were not a client last year)
  7.   Federal, State, City and Township Tax Forms you received
  8.   Social Security Cards and Birth dates of Spouse and Dependents
  9.   Self-Employment Income and Expenses from Small Business
  10.   Alimony Paid
  11.   Student Loan Interest Paid
  12.   Early Withdrawal Penalties on CD’s and Other Time Deposits
  13.   Un-reimbursed expenses for volunteer work
  14.   Blank/voided check for E-File direct deposit and/or Direct Deposit of paper return refund
  15.   All documents labeled “Tax Documents”
  16.  NEW – Driver’s License or State Issued Identification Card for proof of identity