Tax Consultation Checklist
Taxes can be complicated and time consuming.
To process your tax consultation correctly and quickly we have put together a checklist of suggested items.
Please note to also bring EVERYTHING THAT APPLIES to your situation.
Simple Tax return list:
Driver’s license(s) and Social Security cards for taxpayer and spouse
Dependents’ Social Security cards and Birthdates
Death Certificate, if applicable
Wage Statements – Form W-2(s)
Pension or Retirement income – Form 1099-R
Unemployment Income - Form 1099-G
If you have a copy, last year’s Federal and State Tax Returns
Self-Employed Business Income and Expenses (expenses should include all costs of running the business including mileage) – Form 1099-Misc.
Child Care Expenses & Provider Information (Name, address and Employer Identification Number for provider)
Please review the rest of this list to see if anything applies to your tax situation:
Interest and Dividend Income – Form 1099-INT/Form 1099-DIV
State Income Tax Refund Amount – Form 1099-G
Sales of Stocks or Bonds – Form 1099-B
Social Security Income - SSA-1099
Lottery or Gambling Winnings – Form W-2G
Alimony paid and received – If you paid alimony we need the recipient’s Social Security Number.
Over-The-Road-Truckers – We will need the number of days on road, location and expenses.
Income and Expenses from Rental properties
Farm Income & Expenses (including business mileage) - Form 1099-Misc.
Mortgage, Refinance or Home Equity Loan Interest Paid – Form 1098
Real Estate Taxes Paid
Personal Property Taxes paid (e.g. cars and boats)
Sales Tax Paid
Medical Expenses paid out-of-pocket (Doctors, Dentists, eye care, prescriptions, hospital, etc.) as well as mileage to/from medical facility
Charitable mileage
Cash and Noncash Charitable Donations – If non-cash charitable contributions exceed $500, we need the name, address and Federal Identification Number for the organization receiving the donation.
Sale of Residence – Closing Documents (e.g. HUD 1 Statement), Form 1099-S
Un-reimbursed Employment-Related Expenses (including mileage)
Job-Related Educational Expenses
Educator Expense – Money spent out-of-pocket as a teacher
Tuition and Education Fees – Form 1098-T
Student Loan Interest – Form 1098-E
Direct Deposit Information – If you want your refund direct deposited, please include your Routing and Account number.
Adoption Expenses
Lottery or Gambling Losses
Casualty/Theft Losses
Foreign/Other Taxes Paid
Estimated tax payment amounts (1040 ES) – Please include the dates paid.
State and Local Tax Payments
Moving Expenses
IRA Contributions – Form 5498
If part-year State resident, we need the following:
Dates lived in each state
County or City where you resided in each state
School district where you resided in each state
Form 8332 or Divorce decree for noncustodial parent claiming a dependent child
Multiple Support Document – Form 2120
Sale of Business Property
Income and Expenses from Partnerships, S Corporations, Trusts, and Estates – Schedule K1
Any form that says "Do not throw away, Tax Document"
