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Tax Checklist
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This is a
list of items that are needed to complete your tax return. Not all
items will apply to you, but please take the time to go over the list
and gather the appropriate information to bring us to complete your
tax return. |
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Individual W-2 1099 1099-MISC 1099-B (Proceeds from broker transactions) 1099-R (Pensions & annuities) 1099-INT (Interest) 1099-DIV (Dividends) Gambling winnings Mortgage statement Unemployment compensation (1099-G) Self-employment totals Partnership, corporation, or trust income Social security benefits Childcare expenses (provider name, address, and SS# or EIN) Property tax paid Itemized deductions Settlement statement (purchase or sale of home) Real estate tax Alimony received Jury duty pay Prizes and awards Scholarships State and local income tax refunds Gifts to charity Medical & dental expenses Unreimbursed job-related expenses Legal and accounting fees paid Education expenses Tax payments made |
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| Corporate Change in corporation status Current shareholder/partner list Expenses totaled by category (auto, utilities, legal, etc.) List of any outstanding loans Balance Sheet, Income Statement, & Trial Balance |
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