Items Needed Checklist

The following is a general list of items you may wish to prepare for your tax appointment.  This is not a complete listing of all possible items necessary to prepare your tax return, but should give you a good start!

GENERAL

• Full names with middle initial as currently on file with Social Security Administration
• Social Security cards or copies for each person on the return
• Social Security numbers for you, your spouse and your dependents
• Birth dates for you, your spouse and your dependents
• Copy of last year’s federal and state tax returns
• Most recent financial plan review from your planner

INCOME

• W-2’s received
• Bank statements or 1099-INT showing interest received
• Statements or 1099-DIV showing dividends received
• Information for any stock, securities or capital assets transactions including date acquired, purchase price, sales price and date sold
• Refund received from last year’s state or local income taxes
• Amount of alimony received
• 1099-MISC business income and any related expenses 
• Self-employment income, provide all income and expenses for business
• 1099-R from pension or IRA distributions
• Schedule K-1’s from any partnership, LLC, LLP, trust or S-corporations
• Income and expense information for any rental real estate 
• Settlement Statement from the purchase of any investment or rental properties
• Unemployment compensation benefits received
• Social Security benefits received
• Other income sources including prizes, scholarships, and fellowships

DEDUCTIONS

• IRA contributions for you and your spouse
• Educational IRA contributions
• Moving expenses
• Keogh or self-employed SEP contribution
• Self-employed health insurance
• Long-term care insurance premiums
• Amount of Alimony paid and social security number of the recipient
• Student loan interest paid
• Educational expenses paid for you, your spouse, children, or grandchildren
• Penalty for early withdrawal on savings

ITEMIZED DEDUCTIONS

• Medical, dental and eye care expenses
• Mileage driven for medical purposes
• Real estate taxes paid
• Personal property taxes on cars and/or boats
• Sales or use taxes paid on purchases of vehicles, boats, etc. (optional)
• Home mortgage interest paid including home equity loans
• Points (also called “Origination fee”) paid or seller-paid points (bring your closing statement)
• Investment interest paid
• Charitable contributions made by cash/check or property contributions
• Mileage driven to charitable activities
• Casualty and theft losses
• Un-reimbursed employee expenses
• Tax preparation fees paid
• Home Office Deduction 
• Investment and/or Financial expenses
• Safe deposit box rental or Investment expenses

OTHER

• Child or Dependent Care including the amount for each child and name, address and federal ID number of each provider
• Estimated tax payments for federal or state and dates paid
• Use of automobile for business
• Residential energy credit information
• 529 Plan contributions
• Sale of a home after living there less than 2 years
• Long term care insurance premiums paid
• Details of conversion of traditional IRA’s to Roth IRA’s
• Details of severance payments received including documentation