
MATTHEW T. COYNE, CPA
TAX PREP CHECKLIST 2023
TAX PREP CHECKLIST 2023
PERSONAL INFORMATION
oSOCIAL SECURITY NUMBERS FOR FILERS & ALL DEPENDENTS
oDATES OF BIRTH FOR FILERS & ALL DEPENDENTS
oDRIVER’S LICENSES FOR ALL FILERS – COPIES OF FRONT AND BACK
oCURRENT BANK ACCOUNT INFORMATION – INSTITUTION, ACCOUNT TYPE, ROUTING & ACCOUNT NUMBERS
oYOUR PREFERRED CONTACT INFORMATION – PHONE NUMBERS & EMAIL ADDRESSES
INCOME/INVESTMENTS
oW-2S – FOR ALL EMPLOYMENT
o1099-R – FOR ALL IRA, ANNUITIES, PENSIONS, DISTRIBUTIONS, ROLLOVERS, ETC.
o1099-MISC, 1099-NEC, 1099-K –INDEPENDENT/OTHER INCOME
o1099-INT, 1099-DIV – INCOME FOR INTEREST & DIVIDENDS
o1099-SSA – SOCIAL SECURITY INCOME
o1099G – UNEMPLOYMENT INCOME
oW2G – GAMBLING WINNINGS
o1099-B FORMS – SALES OF SECURITIES/CRYPTO – INCLUDING ORIGINAL DATE OF PURCHASE & COST
HOME
oMORTGAGE STATEMENT AND/OR HOME EQUITY STATEMENT (FORM 1098)
oNEW HOME? SOLD A HOME? REFINANCED A HOME? PLEASE, PROVIDE CLOSING DOCUMENTS
oPAID REAL ESTATE TAXES
DEDUCTIONS
oCHARITABLE CONTRIBUTIONS (CASH AND NON-CASH)
oCHILDCARE EXPENSES (NAME, ADDRESS, SSN/FEDERAL ID & AMOUNT PAID)
oVEHICLE PURCHASE SALES TAX
oMEDICAL EXPENSES
oCOLLEGE SAVINGS 529 PLAN CONTRIBUTIONS
oIRA CONTRIBUTIONS (TRADITIONAL AND/OR ROTH)
oIRS/STATE NOTICES
OTHER
oCOLLEGE OR OTHER POST SECONDARY EDUCATIONAL TUITION (FORM 1098-T)/EDUCATIONAL EXPENSES
oSTUDENT LOAN (FORM 1098-E) INTEREST PAID
oLONG TERM CARE INSURANCE PREMIUMS PAID
oESTIMATED TAX PAYMENTS MADE **WE DO NOT ASSUME THEY WERE PAID.**
oPERSONAL PROTECTION PIN IF APPLICAPLE
oK-1 FORMS FOR ANY PARTNERSHIP, S-CORP, TRUSTS/ESTATES
oALIMONY/MAINTENANCE PAYMENTS PAID/RECEIVED FROM DIVORCE/SEPARATION AGREEMENTS PRIOR TO 12/31/18
oIF APPLICABLE – STATEMENT DECLARING AMOUNT & TYPE OF FOREIGN INVESTMENTS & BANK ACCOUNTS
RENTAL PROPERTY (SCHEDULE E)
oINCOME RECEIVED
oDAYS RENTED/DAYS OF PERSONAL USE
oEXPENSES
oMORTGAGE/HOME EQUITY STATEMENT (FORM 1098)
oNEW RENTAL? SOLD A RENTAL? PLEASE PROVIDE CLOSING DOCUMENTS
SELF EMPLOYED (SCHEDULE C)
oINCOME NOT REPORTED ON A 1099
oEXPENSES
oINVENTORY (IF APPLICABLE)
oPROFIT AND LOSS STATEMENT
*WE DO UNINCORPORATED BUSINESSES ONLY*
P: 845.429.4383 or 845.429.4397
F: 845.947.5302
120 Filors Lane, Stony Point, NY 10980