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DOCUMENTS NEEDED FOR TAX PREPARATION •CHECKLIST• W-2's Record of other income (1099's) interest and dividends from savings accounts, money markets, mutual funds, stocks, bonds, etc. unemployment income
Date and amount of the purchase and sale of stocks, bonds and mutual funds for 2009 Rental property income and expenses For partnerships or S-corporation shareholders, submit your copies of all K-1's IRA contributions made in 2009 and pension or IRA distributions received in 2009 Itemized deductions - large medical expenses real estate taxes mortgage interest contributions-cash and non-cash (list separately) tax preparation fee for 2008 tax return safe deposit box fee employee business expenses, unreimbursed travel, entertainment, telephone, auto expense, etc. educational expenses for you and your college student
If self-employed - schedule of income and expenses Moving expenses Child care expenses, including name, address and ID/social security number of provider Documentation of estimated taxes paid Change of family status and social security number and name of new dependents Purchase and sale of residence Amount of sales tax paid on the purchase of a new automobile vehicle Engergy credit for installation of new boiler, storm windows and doors College credit for tuition payments Form 1098-T Prepaid college contributions to a 529 Plan Amount of child support paid for Child Support credit Copy of last year's federal and state returns (if you are a new client) Verify your bank information for direct deposit of refunds Include your contact information when you send your papers
Receipts are for your records only and do not need to be submitted. Please summarize items above where possible. For quicker processing of your return, send tax preparation payment along with your tax documents.
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