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Tax Checklist

Specializing in Personal Income Tax Filings

Important!

HEALTH CARE FORM 1095
DRIVERS LICENSES (only for new clients and renewals)

Income:

W-2's & 1099 Forms
Interest income from savings/checking
Stock & Mutual Fund dividends
State tax refund from previous year
Unemployment
Retirement plan or IRA distribution
Alimony received
Sale of stocks: ORIGINAL COST BASIS & sale prices: brokerage statements & 1099's, Please bring your REALIZED GAIN/LOSS REPORT
Sale of Real Estate
Bitcoin & Cryptocurrency Sales, all totaled up
If self-employed: Totals of business income & expenses
Partnership, S-Corp and Trust: K-1 FORMS
Rental income and expenses for each property
Pension income, IRA and Roth IRA conversions
Social Security payments
Other Income: Prizes, Lotto, Gambling winnings, Cancelation of Debt 1099's & legal Settlements

Adjustments to Income:

IRA contributions
Student Loan interest
Educator - Teacher expenses
Health insurance paid (if self-employed)
College Tuition deduction
Electric plug-in vehicle deduction (Final in 2025)

Self-employed SEP-IRA Contributions

Health Saving Account info: 1099 - SA FORMS

Itemized Deductions:

Medical bills paid. (If more than 7.5% of your income)

Property taxes

State Taxes for previous years (If paid last year)

Auto DMV fees

Mortgage interest

Points paid on refinancing or purchase of home

Charitable donations. (Money & used goods)

Other Important Items:

College students must bring in their 1098-T form from their school for Tax credits
Child care: Name, address, Tax ID # and phone #
If you bought or sold property during the year: bring in the ESCROW SETTLEMENT STATEMENTS for the purchase & sale
Copy of last year's Tax returns ** New Customers only**
State withholding Form 593 for sale of real estate
Estimated Taxes Paid
Solar Energy purchase information (Final in 2025)

drivers License

1095-A

Tax Hike

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