TAX PREP CHECKLIST 2023

PERSONAL INFORMATION

o SOCIAL SECURITY NUMBERS FOR FILERS & ALL DEPENDENTS

o DATES OF BIRTH FOR FILERS & ALL DEPENDENTS

o DRIVER’S LICENSES FOR ALL FILERS – COPIES OF FRONT AND BACK

o CURRENT BANK ACCOUNT INFORMATION – INSTITUTION, ACCOUNT TYPE, ROUTING & ACCOUNT NUMBERS

o YOUR PREFERRED CONTACT INFORMATION – PHONE NUMBERS & EMAIL ADDRESSES

INCOME/INVESTMENTS

o W-2S – FOR ALL EMPLOYMENT

o 1099-R – FOR ALL IRA, ANNUITIES, PENSIONS, DISTRIBUTIONS, ROLLOVERS, ETC.

o 1099-MISC, 1099-NEC, 1099-K –INDEPENDENT/OTHER INCOME

o 1099-INT, 1099-DIV – INCOME FOR INTEREST & DIVIDENDS

o 1099-SSA – SOCIAL SECURITY INCOME

o 1099G – UNEMPLOYMENT INCOME

o W2G – GAMBLING WINNINGS

o 1099-B FORMS – SALES OF SECURITIES/CRYPTO – INCLUDING ORIGINAL DATE OF PURCHASE & COST

HOME

o MORTGAGE STATEMENT AND/OR HOME EQUITY STATEMENT (FORM 1098)

o NEW HOME? SOLD A HOME? REFINANCED A HOME? PLEASE, PROVIDE CLOSING DOCUMENTS

o PAID REAL ESTATE TAXES

DEDUCTIONS

o CHARITABLE CONTRIBUTIONS (CASH AND NON-CASH)

o CHILDCARE EXPENSES (NAME, ADDRESS, SSN/FEDERAL ID & AMOUNT PAID)

o VEHICLE PURCHASE SALES TAX

o MEDICAL EXPENSES

o COLLEGE SAVINGS 529 PLAN CONTRIBUTIONS

o IRA CONTRIBUTIONS (TRADITIONAL AND/OR ROTH)

o IRS/STATE NOTICES

OTHER

o COLLEGE OR OTHER POST SECONDARY EDUCATIONAL TUITION (FORM 1098-T)/EDUCATIONAL EXPENSES

o STUDENT LOAN (FORM 1098-E) INTEREST PAID

o LONG TERM CARE INSURANCE PREMIUMS PAID

o ESTIMATED TAX PAYMENTS MADE **WE DO NOT ASSUME THEY WERE PAID.**

o PERSONAL PROTECTION PIN IF APPLICAPLE

o K-1 FORMS FOR ANY PARTNERSHIP, S-CORP, TRUSTS/ESTATES

o ALIMONY/MAINTENANCE PAYMENTS PAID/RECEIVED FROM DIVORCE/SEPARATION AGREEMENTS PRIOR TO 12/31/18

o IF APPLICABLE – STATEMENT DECLARING AMOUNT & TYPE OF FOREIGN INVESTMENTS & BANK ACCOUNTS

RENTAL PROPERTY (SCHEDULE E)

o INCOME RECEIVED

o DAYS RENTED/DAYS OF PERSONAL USE

o EXPENSES

o MORTGAGE/HOME EQUITY STATEMENT (FORM 1098)

o NEW RENTAL? SOLD A RENTAL? PLEASE PROVIDE CLOSING DOCUMENTS

SELF EMPLOYED (SCHEDULE C)

o INCOME NOT REPORTED ON A 1099

o EXPENSES

o INVENTORY (IF APPLICABLE)

o PROFIT AND LOSS STATEMENT

*WE DO UNINCORPORATED BUSINESSES ONLY*