Tax Appointment Document Reminder

Not sure what you need to bring to your tax appointment?

Here is a list of items you may need to gather…

Income                                  

  • Copies of last two year’s tax return (new clients only)
  • W-2 Wages
  • Interest & Dividends
  • Partnerships, Estates & Trusts K-1
  • Rental Property Income 1099-misc
  • Self- Employment Income- 1099’s
  • Unemployment (download 1099-G)
  • Debt Cancellation- 1099-C

Tax Adjustments

  • IRA /SEP contributions Form 5498
  • Student Loan Interest Form 1098-E
  • Alimony Paid

Medical Expenses

  • Doctors, Dentists, and Nursing Care
  • Eyeglasses, exams and contact lenses
  • Insurance Premiums
  • Orthopedic Aids & Equipment
  • Prescription Medicines
  • Transportation for Medical
  • HSA Contributions 5498-SA
  • HSA Distributions 1099-SA

Taxes

  • Real Estate Taxes
  • DMV Fees- Basic Gov’t Svc Tax
  • Sales Tax on automobiles & boats

Interest

  • Home Mortgage Interest Form 1098
  • Home Equity Loan Interest
  • Investment interest

Proof of Health Insurance

  • 1095-A,
  • 1095-B, or 1095-C (if received)

Miscellaneous Income

  • Alimony received
  • Bonuses
  • Disability Income
  • Gambling or Lottery Winnings W2-G
  • Pension & IRA Distributions 1099-R
  • Sale of Property – Price /Dates (Buy/Sell)
  • Sale of Stocks/ mutual funds- cost basis

Miscellaneous Deductions

  • Employment Related expenses
  • Gambling losses (not to exceed winnings)
  • Legal fees to protect income
  • Union and Professional Dues
  • Employee Educational Expenses
  • Moving Expenses
  • Educator Expenses

Donations

  • House of Worship
  • Veterans Groups
  • Used clothing, furniture, goods
  • Non-profit organizations

Miscellaneous Items

  • Mortgage Refinancing paperwork
  • Daycare Expenses & Facility EIN
  • Name Change with Supporting Documents
  • SS#- New children/ Name Change
  • HUD Statement : New Home purchase in 2017