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CHECKLIST:
INFORMATION NEEDED AT YOUR TAX APPOINTMENT
1. W-2’s
2. Record of
other income (1099s)
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Pension or IRA
distributions including rollovers and conversions
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Interest and dividends
from savings institutions and brokerages
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Nonemployee compensation
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Stocks sold –
purchase and sales slips (Mutual funds, bring year-end statements since
year of purchase)
3. Rental property
income and expenses (New rentals, bring settlement sheet from purchase
and tax assessment)
4. K-1’s (Partnership,
S-Corporation, Estates and Trusts)
5. IRA (Traditional,
Roth and Educational), SEP and KEOGH contributions
6. Post-secondary
tuition and student loan interest
7. Itemized
deductions:
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Medical expenses
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Real estate taxes
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Personal property
taxes (Car tax)
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Interest on residential
mortgages
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Contributions
(Cash and non-cash)
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Tax preparation
fees
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Safe deposit box
fee
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Employee business
expenses (Unreimbursed travel, entertainment, meals, auto)
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Job search expenses
8. Job related
moving expenses and moving reimbursement documentation
9. Child care
expenses and provider information (Name, address and social security or
federal ID number)
10. Documentation
for federal and state estimated tax payments for the previous year
11. Purchase
and sale of residence
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Closing papers
from the purchase and sale of old residence
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Closing papers
from the purchase of new residence
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Improvements to
both old and new residence
12. Closing
statement from a house refinancing
13. Copy or
original of prior year's federal and state tax returns. (New clients only) |
HAVE
QUESTIONS?
CONTACT
US
Kahn, CPA
PLLC
3343 Duke Street
Alexandria,
VA 22314
703.370.0019
Fax: 703.997.4433
Information@KahnCPA.com
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