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Tax appointment checklist
Use this checklist to help gather your important tax information:
Personal Data
Employment & Income Documentation
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All W2 forms
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Unemployment compensation: Forms 1099G
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Miscellaneous income including rent: Forms 1099-MISC
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Partnership, S Corporation, trust income: Schedules K-1
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Pensions and annuities: Forms 1099-R
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Social Security / RR1 benefits: Forms 1099RRB/1099SSA |
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Alimony received
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Jury duty pay
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Gambling and lottery winnings
Form W2G |
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Prizes and awards
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Scholarships and fellowships
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State and local income tax refunds: Form 1099G |
Homeowner/Renter Information
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Mortgage Interest: Form 1098
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Mortgage, HELOC |
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Sale of your home or other real estate: Forms 1099S |
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Second mortgage interest paid
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Real estate taxes paid
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Moving expenses |
Financial Liabilities
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Auto loans and leases (account #s and car value) if vehicle is used for business
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Student loan interest paid
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Early withdrawal penalties on CDs and other time deposits |
Automobile Paperwork
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Personal property tax information |
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Vehicle Registration |
Expenses
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Gifts to charity (qualified written statement from charity for any single donation of $250 or more)
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Unreimbursed mileage expenses related to volunteer work |
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Unreimbursed expenses related to your job (travel, uniforms, union dues, subscriptions)
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Investment expenses
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Job-hunting expenses
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Child care expenses
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Medical savings accounts
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Adoption expenses
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Alimony paid
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Tax return preparation expenses and fees |
Self-employment Data
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Business income: Forms 1099-MISC and/or own records
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Partnership SE income: Schedules K-1
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Business related expenses: receipts, other documents, and own records
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Employment taxes and other business taxes paid for current year: payment records |
Miscellaneous Tax Documents
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Federal, state, and local estimated income tax paid for current year: estimated tax vouchers, cancelled checks, and other payment records
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IRA and other retirement plan contributions: if self-employed, identify as for self or employees |
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Records to document medical expenses
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Records to document casualty or theft losses
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Records for any other expenditures that may be deductible
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Records for any other revenue or sales of property that may be taxable or reportable |
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© 2011 Unified Financial Services, LLC. All rights reserved.
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Securities offered through LPL Financial, Member FINRA/SIPC.
Investment advice and financial planning offered through Unified Wealth Management,
- a registered investment advisor and separate entity from LPL Financial.
The LPL Financial registered representative associated with this site
may only discuss and/or transact securities business with residents
of the following states: AZ, CA, CO, CT, FL, IL, IA, IN, LA, MD, MA, MN, MO,
MT, NJ, NM, NY, ND, OK, PA, RI, SC, TX, and VA. |
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