Tax Appointment Checklist
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Tax Appointment Checklist - Bring all possible documents to prepare your tax return .
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1. Social Security Card(s)
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3. Dependents Social Security Numbers & Dates of Birth
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4. Last Year's Federal and State Tax Returns
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5. Wage Statements - Form W-2
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6. Pension or Retirement Income - Form 1099-R
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7. Interest and Dividend Income - Form 1099-INT/Form 1099-DIV
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8. State Income Tax Refund Amount - Form 1099-G
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9. Social Security Income - Form SSA-1099
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10. Unemployment Income - Form 1099-G
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11. Commissions Received/Paid
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12. Sales of Stocks or Bonds - Form 1099-B
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13. Self-Employed Business/Farm Income & Expenses - Form 1099-MISC
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14. Lottery or Gambling Winnings - Form W-2G
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15. Lottery or Gambling Losses
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16. Income and Expenses From Rentals
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17. Income from Partnerships, S Corporations, Trusts, and Estates - Schedule K-1
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19. Alimony Paid or Received
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20. Child Care Expenses & Provider Information
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21. Medical, Eye Care, and Dental Expenses
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22. Cash and Noncash Charitable Donations (Learn how to maximize this deduction)
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23. Record of Purchase or Sale of Residence
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24. Mortgage or Home Equity Loan Interest Paid - Form 1098
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25. Real Estate and Personal Property Taxes Paid
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26. State or Local Sales Taxes Paid
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27. Unreimbursed Employment-Related Expenses
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28. Job-Related Educational Expenses
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30. Tuition and Education Fees - Form 1098-T
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31. Student Loan Interest - Form 1098-E
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32. Casualty or Theft Losses
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Hours of Operation
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Monday - Friday, 6:00 p.m. 9:00 p.m.
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Saturday- Sunday , 10:00 a.m. 6:00 p.m.
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