Tax Checklist

Specializing in Personal Income Tax Filings

Important!

• CA MIDDLE CLASS PAYMENT 1099 FORM
• HEALTH CARE FORM 1095
• DRIVERS LICENSES

Income:

• W-2's & 1099 Forms
• 1099-K Received from Ebay & ETSY
• 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
• 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