RETURNING CLIENTS

NEW ADDRESS

• Your address for tax forms.
• Your address for mailing taxes back to you.

NEW DEPENDENT

• Name
• Social Security
• Date of Birth
• Official Day Care Letter

NEW SPOUSE

• Name
• Social Security
• Date of Birth
• Occupation
• Drivers License

NEW BANKING

• Routing and Account Numbers or Copy of a Voided Check

INCOME

• W2 1099 NEC (Business)
• 1099 MISC (Rent)
• 1099 K (3rd Party)

STATE

• 1099 G (State Refund Last Year, Unemployment, Family Leave)

INVESTMENTS

• 1099 INT (Banks)
• 1099 DIV (Stocks)
• 1099 B (Brokerage Sales)

RETIREMENT

• 1099 R (Pensions, IRA , Roth, 401k )
• SSA - 1099 (Social Security)

HOUSE

• 1098 (Mortgage Interest & Taxes)
• Energy Improvements (Cost)
• 1099 S (sale of )

EDUCATION

• 1098 T (Tuition, What year of study)
• 1098 E (Student Loan Interest)

NJ RESIDENTS

• Rent Payment
• Dec 16 Paycheck
• Medical (Out of Pocket - See Website)

PER DIEM REPORT

• Just the Residents of: AL - AR - CA - HI - MN - NY - PA

CHARITY

• Checks to Church & Non Profits Goods Donated (Send Receipts if over $500)

ITEMIZED DEDUCTIONS

• Other Misc. Deductions (Returning Client - See Website)

FILLABLE FORMS

• Business
• Rentals
• Medical
• FA Deductions (Forms - See Website)

DEADLINES

• Federal 4/15, MA & ME 4/17
• Extensions 10/15
• Season Ends 11/15
  

BUSINESS OWNERS

• See Business Link - Form 1099 NEC - Schedule C

LANDLORDS

• See Rental Link - Schedule E will be completed

HOUSE SOLD - See Homeowner Link - buy & sell date & price

CAR REGISTRATION FEE

• only if you live in these States: AL - AZ - CA - CO - GA - IN - IA - KY - LA - MI - MN - MS - MO - MT - NE - NV - NH - SC - WA

After completing this checklist - go to the  "E-FILE" page for what happens next.
This organizing web site is unique - it will save you time completing your taxes.
No need to print the whole thing - just the pages that pertain to your situation.
Send them with your official forms - I will return everything so you have a record.
Note that some forms are “fill in” and have a “submit” button.