Personal
Income Tax Checklist
Please make certain to gather all of the following items before making an appointment for your personal income taxes.
*If you are a new client, provide copies of your last
year’s tax
returns (federal & state) and any of the following items that apply to you.
- All
W-2 Forms (wages) and all 1099 Forms (interest 1099-INT,
dividends 1099-DIV, sale of
securities 1099-B, pensions 1099-R, IRA/Keogh or
other
retirement plan withdrawals 1099-R), Health insurance cards, Form 1095-A Health Insurance Marketplace Statement, Form 1095-B, Form 1095-C, any IRA contributions that you have made or will be making and/or other retirement plan contributions,
state tax refund information 1099-G, Social Security SSA-1099, unemployment
compensation 1099-G, nonemployee compensation 1099-NEC, and miscellaneous business payments 1099-MISC.
- Provide
copies of returns (K-1s) for partnerships, joint ventures, S
corporations, estates or trusts.
- If
you sold real estate, stock or a mutual fund, you’ll need
these papers in regards to these activities.
- If
you refinanced your home or other property this year, you should have a
copy of your closing statement.
- Estimated
(ES) tax forms sent to you by the government, if you are making
estimated tax payments.
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