Tax Appointment Checklist

personal information if applicable

• Last year’s income tax (NEW CLIENTS ONLY)
• Name, Address, Social Security Number and Date of Birth (yourself, spouse and dependents)
• Driver’s License/ID For Taxpayer and Spouse
• Dependent Care Provider, Name, Address, Tax ID and S.S.N.
• Banking information if Direct Deposit Requested

income documentation if applicable

• Wages and/or Unemployment W2’s, 1099G, 1099-NEC
• Interest and/or Dividend Income (1099-INT or 1099-DIV)
• State/Local income tax refunded (1009-G)
• Social Security Income (SSA-1099) Railroad Income (RRB-1099)
• Pension/Annuity (1099-R) Stock or Bond Sales (1099-B)
• Contract/Partnership/Trust/Estate Income (K-1)
• Gambling/Lottery Winnings and Losses/Prizes/Bonus (W-2G)
• Alimony Income
• Rental Income
• Self Employment/Tips (Bank Statements)
• Foreign Income

other documents if applicable

• Dependent Care Costs
• Education/Tuition Costs/Materials Purchased
• Medical/Dental Expenses
• Medical Tax Forms From Marketplace
• Mortgage/Home Equity Loan Interest/Mortgage Insurance FORM 1098
• Employment Related Expenses
• Gambling/Lottery Expenses
• Tax Return Preparation Expenses
• Investment Expenses
• Real Estate Taxes
• Estimated Tax Payments to Federal and State Government and Dates Paid
• Home Property Taxes
• Charitable Contributions Cash/Non-Cash
• Purchase qualifying for Residential Energy Credit
• IRA Contributions/Retirement Contributions
• Home Purchase/Moving Expenses