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CHECKLIST OF THINGS TO BRING
TO YOUR TAX INTERVIEW
- Completed client tax organizer - this will save time at the
tax interview and adds efficiency during the tax preparation process
- A copy of last year’s federal and state tax returns
(new clients only)
- All copies of W-2 forms for wages, and K-1 forms for
partnerships, S-corporations, trusts, etc.
- 1099 forms reporting all interest and dividends
- 1099 forms reporting all retirement account distributions or
rollovers
- 1099 forms reporting all mutual funds and stock sales for
the year, as well as original purchase date and cost for the block that was sold (not the
price per share)
- 1099 forms reporting unemployment compensation, state tax
refunds, social security benefits, and lottery and gambling winnings received during the
year
- 5498 forms reporting all IRA balances and accounts, if you
took out any IRA distributions
- Record of each federal and state estimated tax payment made,
including date paid
- Names, addresses, social security numbers, and amounts paid
to all child care providers
- All year-end mortgage lender statements including those
refinanced or paid-off during the year
- Escrow statements for property bought or sold during the
year
- Receipts for any charitable contributions over $250 (IRS
requirement)
- Social security numbers for all dependents (for new clients
or new dependents)
- Summarized list of business and/or rental annual income and
expenses by categories
- Any IRS or state tax board correspondence you have received
- A list of any questions you may have, including other
projects that you may want to inquire about us helping you with
- Any other documents you feel may be needed or that you want
to discuss
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