Checklist of “What Do I Need?”____________
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W-2’s (wages)
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1099’s – Social Security, Railroad Retirement Benefits, Pension or IRA Distributions
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Record of all other income
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Interest and Dividends from Stocks, Bonds and Mutual Funds
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Non-Employee Compensation
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Gambling Winnings
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Alimony Received
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State and Local Income Tax Returns
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Unemployment Income
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Record of Purchase and Sale of Stocks, Bonds and Mutual Funds
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Rental Income and Expenses
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Copies of all K-1’s from Trust, Partnership and S-Corporations
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IRA Contributions – Traditional or Roth
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Itemized Deductions
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Out-of-Pocket Medical Expenses and Health Insurance Premiums Paid By You
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Real Estate Taxes Paid
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Mortgage Interest Expenses
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Contributions – Cash (checks or receipts)
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Receipts for Clothing & Household Items Donated
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Mileage Driven For Charitable Organizations
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Tax Return Preparation Fees
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Safe Deposit Box Fees
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Casualty Losses
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Un-reimbursed Employee Expenses
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Fees for IRA and Investment Expenses
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Gambling Losses (Necessary only if you have winnings)
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Job Hunting Expenses
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Moving Expenses and Reimbursement
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Childcare Expenses – Including providers Tax ID or Social Security Number
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College Education Expenses – Tuition, Books, 1098-T
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Cancelled Checks from Federal and State Estimated Tax Payments
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Purchase and Sale of Personal Home and Other Real Estate
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Settlement Sheet of Purchase and Sale
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Copy of Last Year’s Federal and State Tax Return (if you were not a client last year)
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Federal, State, City and Township Tax Forms you received
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Social Security Cards and Birth dates of Spouse and Dependents
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Self-Employment Income and Expenses from Small Business
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Alimony Paid
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Student Loan Interest Paid
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Early Withdrawal Penalties on CD’s and Other Time Deposits
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Un-reimbursed expenses for volunteer work
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Blank/voided check for E-File direct deposit and/or Direct Deposit of paper return refund