Tax Preparation Appointment Checklist

Items to bring to your tax return appointment

  • W-2s
  • 1099-Miscellaneous
  • 1099-INT Interest Income
  • 1099-DIV Dividend Income
  • 1099R for cash out of IRA/Pensions
  • W-2G Gambling Winnings "Ins and Outs" from casinos which documents wins and losses
  • K-1 from Partnerships, S-Corps and Fiduciary
  • Mortgage interest statements for primary residence, second home and qualifying boat or camper
  • Property Tax statements for your home and other properties you own
  • License tab fees
  • Sales tax on significant purchases (greater than 20,000)
  • Out of Pocket Medical Expenses (must exceed 7.5% of Adjusted Gross Income)
  • Records of Charitable Contributions
  • Home Energy Improvements
  • Union Dues
  • Safety Deposit Box Fees
  • Broker Fees and other Investment Expenses
  • Tuition and Fees for College Students
  • Day Care Expenses with Providers Federal ID number and Address
  • Stock Sales 1099-B, with Purchase Dates and Purchase Prices
  • Closing Papers for any properties bought or sold
  • Rental Properties – Rent and Expenses
  • Business Miles
  • Business Expenses: Promotions, Outside Commissions, Advertising, Rent, Insurance, Business Phone Expenses, Computer Purchases, Office Supply Expenses, Meals and Entertainment, Postage and Freight, Tools Purchased, Uniform Expenses, General Supply Expenses, Legal and Professional Fees
  • Car Sales Personnel: bring in your last paycheck stub of the year
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