Tax Preparation Appointment Checklist
Items to bring to your tax return appointment
- W-2s
- 1099-Miscellaneous
- 1099-INT Interest Income
- 1099-DIV Dividend Income
- 1099R for cash out of IRA/Pensions
- W-2G Gambling Winnings "Ins and Outs" from casinos which documents wins and losses
- K-1 from Partnerships, S-Corps and Fiduciary
- Mortgage interest statements for primary residence, second home and qualifying boat or camper
- Property Tax statements for your home and other properties you own
- License tab fees
- Sales tax on significant purchases (greater than 20,000)
- Out of Pocket Medical Expenses (must exceed 7.5% of Adjusted Gross Income)
- Records of Charitable Contributions
- Home Energy Improvements
- Union Dues
- Safety Deposit Box Fees
- Broker Fees and other Investment Expenses
- Tuition and Fees for College Students
- Day Care Expenses with Providers Federal ID number and Address
- Stock Sales 1099-B, with Purchase Dates and Purchase Prices
- Closing Papers for any properties bought or sold
- Rental Properties – Rent and Expenses
- Business Miles
- Business Expenses: Promotions, Outside Commissions, Advertising, Rent, Insurance, Business Phone Expenses, Computer Purchases, Office Supply Expenses, Meals and Entertainment, Postage and Freight, Tools Purchased, Uniform Expenses, General Supply Expenses, Legal and Professional Fees
- Car Sales Personnel: bring in your last paycheck stub of the year