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 Required Information
1If you are a new client, bring a copy of last year?s Federal and State tax return, (Returning clients do not need to bring a copy of the prior year.)
2New AND Returning Clients: Please bring a copy of your driver?s license so that we can update our files. New security measures are being added at both the IRS and state levels to secure your identity. Adding driver license information is part of this process.
3Bring dates of birth and Social Security Cards for all taxpayers and dependents on the return. (This is needed for New Clients only, or if you are adding a dependent.)
4W-2?s, 1099?s from Banks and Other Financial Institutions that include Interest, Dividends and Capital Gains, Other 1099 forms for Misc. Income Received, Social Security or Rail Road Retirement year end statements, 1099?s received for Pension, Annuity and Retirement Income, Disability Income, Alimony Received, Unemployment Compensation.
5Information regarding your health insurance coverage is needed for preparation of 2018 tax returns.
+ Did you have coverage for yourself and all dependents for the entire year?
+ Were you exempt from the health insurance requirements?
+ Did you receive an exemption certificate?
+ Bring any tax forms received related to health insurance (Forms 1095-A, B or C.)
6Form 1099 B, Broker Transaction, Stock Sales, Mutual Fund Sales: Have the date stock was originally purchased and original cost available, as well as the date of sale and sales price of the stock/mutual funds. This information is not always included with the form 1099?s received at year-end. Contact your broker before your tax interview if necessary.
7Itemized Deductions: Medical Expenses (out of pocket) (limited to amounts paid OVER 10% of your adjusted gross income), mortgage interest, real estate taxes, personal property taxes, income taxes paid to state(s), Charitable Contributions (cash and/or property donations), volunteer mileage and out of pocket volunteer expenses,
8Deduction for home mortgage and home equity interest modified. Your deduction for mortgage interest is limited to interest you paid on a loan secured by your main home or second home that you used to buy, build, or substantially improve your main home or second home. For example, interest on a home equity loan used to build an addition to an existing home is typically deductible, while interest on the same loan used to pay personal living expenses, such as credit card debts, is not. As under prior law, the loan must be secured by the taxpayer?s main home or second home (known as a qualified residence), not exceed the cost of the home and meet other requirements.
9Miscellaneous itemized deductions are no longer deductible: The previous deduction for job-related expenses or other miscellaneous itemized deductions that exceeded 2 percent of your adjusted gross income is suspended. This includes unreimbursed employee expenses such as uniforms, union dues and the deduction for business-related meals, entertainment and travel, as well as any deductions you may have previously been able to claim for tax preparation fees and investment expenses, including investment management fees, safe deposit box fees and investment expenses from pass-through entities. The business standard mileage rate cannot be used to claim an itemized deduction for unreimbursed employee travel expenses during the suspension.
10Home sold or purchased? Bring Settlement Sheet(s). (Settlement sheet from original purchase and sale.)
11Did you refinance an existing mortgage or take a Home Equity Loan? Bring Settlement Sheet(s).
12Rental Properties? Bring summary of rental income and all rental related expenses, (expense examples: mortgage interest, real estate taxes, insurance, utilities, real estate fees/commissions, HOA dues, rental related travel and mileage, repairs, advertising, pest control) (Examples are not all inclusive), prior depreciation schedule for property (for new clients).
13Do you own a business? Bring a summary of business income and all business related expenses. (Examples: advertising, business assets, insurance, interest, equipment rental, supplies, rent, utilities, cost of goods, auto expense, business related travel and meals, employee wages and related taxes, postage.) (Examples are not all inclusive.) Prior depreciation schedules on business assets (for new clients)
14Contributions to IRA?s. (Regular IRA?s, Roth IRA?s, SEPS) Contribution to other plans, Keogh and Simples.
15Contributions to Coverdell Education Savings Accounts and/or 529 plans.
16Contributions made to ABLE accounts.
17Student Loan Interest Paid.
18College Tuition Paid and related expenses (books, mileage etc.) (you may be eligible for certain education credits or deductions)
19Visit prior to your tax meeting to determine if you made improvements to your home that may qualify for energy credits. Click on link to ?Tax Credits?. If you have qualifying improvements, bring supporting documentation.
20Casualty Losses when in a federally declared disaster area.
21Estimated taxes paid. Include dates and amounts paid.
22Alimony paid, name and SS# of payee. (For divorce agreements made before Jan 1 2019.)
23Dependent care provider (Day Care) name, tax ID# or SS#, address and amount paid to day care provider(s) for the year.
24Moving expenses have been suspended and are no longer deductible, except for US Armed Forces on active duty who move pursuant to a military order to a permanent change station.
25If you prefer to have your refund direct deposited into a bank account, be sure to have the bank routing number and the account number available. (A voided check has all of the information needed. Do NOT use routing numbers found on deposit slips)
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