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

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