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THINGS TO BRING LIST ____ 1. Tax related forms (all copies): W-2's Employee Wages, Gambling Income (please
don’t separate copies) 1098's Mortgage Interest & Real Estate
Taxes, Student Loan Interest, Qualified Tuition 1099's Interest and Dividends, Unemployment
Compensation, Social Security Benefits, Investment and Real Estate Sales, IRA
and Pension Distributions, Miscellaneous Income, State and Local Tax Refunds K-1’s Partnership, LLC, S-corp, Estate income ____ 2. Completed YES/NO Questionnaire. ____ 3. Local tax forms sent to you. ____ 4. NEW CLIENTS ONLY: Copy of prior year Federal, PA,
and Local income tax returns. New business/rental clients with carryforward
depreciation should bring a depreciation schedule. ____ 5. If You Sold Investments: need original purchase date and cost
basis for each investment sold. ____ 6. If You Itemize Deductions: a) year-end mortgage, home equity loan, refinance
statements. b) receipts for real estate taxes, personal tax,
$10-$52 EMST tax, occupation tax. c) sales tax paid...
applies to very few taxpayers.
Ask me during your appointment if you should keep these records. d) listing of donations of money, clothing, canned
foods, volunteer expenses, etc. e) listing of medical expenses if total amount is
more than 7.5% of your income; include dental, vision, prescriptions,
medical/long-term/cancer insurance. ____ 7. Any other documentation that you feel may be necessary. |