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Please call between 11 AM - 11 PM | 949-673-8299

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

drivers License



1095-A

 

Tax Hike

 

Member of
CSEA
NAEA
Contact Us

949-673-8299


(Between 11 AM to 11 PM)
Email Us

davetax@davetax.com



   
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