Tax Preparation Checklist


  • W-2’s & 1099 Forms
  • Interest income from savings/checking
  • Stock & Mutual Fund dividends
  • State tax refund from previous year
  • Unemployment
  • Retirement plan or IRA distribution
  • Alimony received
  • If self employed: Totals of business income & expenses
  • Partnership, S-Corp and Trust: K-1 FORMS
  • Rental income and expenses for each property
  • Pension income, IRA and Roth IRA conversions
  • Social Security payments
  • Other Income: Prizes, Lotto, Gambling winnings & Cancelation of Debt 1099’s
  • Sale of stocks: Original cost & sale prices: brokerage statements &1099’s and realized gain/loss report

Adjustment to Income:

  • IRA contributions
  • Student Loan interest
  • Educator – Teacher expenses
  • Health insurance paid (If self employed)
  • College Tuition deduction
  • Alimony paid
  • Hybrid car & Electric plug-in vehicle deduction
  • Moving expenses. (If job related & more than 50 miles)
  • Self-employed SEP-IRA Contributions
  • Health Saving Account info

Itemized deduction:

  • Medical bills paid. (If more than 10% of your income)
  • Property taxes
  • State Taxes for previous years (If paid last year)
  • Sales tax paid for Large Items
  • Auto RMV fees
  • Mortgage interest
  • Points paid on refinancing or purchase of home
  • Charitable donations. (Money & used goods)
  • Tax preparation fee (New customers only)
  • Safety deposit box fee
  • Investment books & fees
  • Work expenses: Tele, Union Dues, Uniforms, M&E, Computer or any other unreimbursed expenses by your job)

Other Important Items:

  • Adoption expenses
  • College students must bring in their 1098-T form from their school for Tax credits
  • Child care: Name, address, Tax ID # and address
  • If you bought or sold property during the year: bring the Escrow settlement statements for the purchase/sale
  • Copy of last year’s Tax returns ** New Customers only**
  • Estimated Taxes Paid
  • New Car purchase contracts