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Link to Interactive Organizer or, if we prepared your taxes last year, contact our office request your personalized organizer. Checklist for Your Preparer Remember that having your information readily available at the interview will save you time and money! Check off the items below as you assemble the information you need to send to your preparer. If there are multiple documents in any category, write the number of items included on the line. For a more detailed list, contact your preparer and ask for an Organizer. Quick List W2 / W2-G Send at least one copy for each employer you worked for in the year. Make sure the social security number listed is correct and verify the wages against your last paystub. If you hit it big at the casino, your gambling winnings will be reported to you on a W2-G. 1099 You will receive a 1099-INT and a 1099-DIV for each payer who paid you interest or dividends during the year. Your mutual fund or stockbroker will send you a 1099-B reporting the gross proceeds from stock sales or the sale of mutual fund shares. Your preparer will also need the purchase date and original cost of any stock you sold during the year. You may also get 1099-SSA for social security benefits received; 1099-R for pension income or cashing in your 401k or IRA funds; 1099-G for state unemployment or state tax refund received; 1099-S for the sale of real estate; 1099-C for debt forgiven by a bank or mortgage company if you settled cents on the dollar on a loan or credit card or reduced the mortgage on your home. 1099-MISC If you were self-employed (ie: no one withheld social security taxes from your pay), you should receive 1099-MISC from anyone who paid you $600 or more. Whether or not you received the 1099-MISC, you are responsible for reporting all your income, so be sure to tell your preparer about your self-employed earnings! 1098 This form reports the amount of interest you paid on your mortgage or home equity loan during the year. Check to see if it also shows how much you paid in real estate taxes. If not, look up the amount paid for property taxes and send that figure as well. K-1 Send any K1s you received as a partner in a partnership or as a shareholder in an S-Corporation, or as a beneficiary of an estate. Detailed List Personal Data Social Security Numbers of everyone listed on the return. Date of Birth of everyone listed on the return. Dependent care provider: Name, address and tax I.D. or Social Security Number and Daycare Statement. Alimony paid: Social Security Number and name of person who received the alimony. Employment & Income Data W-2 forms for this year Unemployment compensation Miscellaneous income including rent Partnership, S Corporation, & trust income Pensions and annuities Social Security/RR1 benefits Alimony received Jury duty pay Gambling and lottery winnings Prizes and awards Scholarships and fellowships State and local income tax refunds: Military: Combat pay, housing stipend Homeowner/Renter Data Residential address(es) for this year Mortgage interest Closing Statement for the sale of your home or other real estate Second mortgage interest paid Real estate taxes paid Rents received during the tax year Moving expenses Repairs/Improvements made to rental house Financial Assets Interest income statements Dividend income statements Proceeds from stock/mutual fund sales. Include your year-end statement if it shows an "average cost basis" for each sale. Pension/Retirement plan distribution Financial Liabilities Auto loans and leases / year and make of auto, if vehicle is used for business Student loan interest paid Early withdrawal penalties on CDs and other time deposits Automobiles Personal property tax information (Ad Valorem) Expenses Gifts to charities (you must have a receipt for each donation you made) Unreimbursed expenses and mileage related to volunteer work Unreimbursed expenses related to your job (travel, uniforms, union dues, professional publications, entertainment) Investment expenses Job-hunting expenses (resume service, job search counseling, postage, travel, phone calls, meals related to interviews) Job-related education expenses Adoption expenses Tax return preparation expenses and fees College tuition paid for you, your spouse, or your dependent. Were you at least 1/2 time? What year if in a degree program? Contributions and withdrawals from Medical Savings / Health Savings Account Alimony paid / name and SSN of receiver Self-employment Data Business income: Forms 1099-MISC and your own records Partnership SE income: Schedules K-1 Business-related expenses: Receipts, other documents & own records Farm-related expenses: Receipts, other documents & own records Employment taxes & other business taxes paid for current year: Payment records Miscellaneous Tax Documents Federal, state & local estimated income tax paid for current year: Estimated tax vouchers, cancelled checks & other payment records IRA, Keogh and other retirement plan contributions: If self-employed, identify as for self or employees Records to document medical expenses, health insurance paid Records to document casualty or theft losses Records for any other expenditures that may be deductible Records for any other revenue or sales of property that may be taxable or reportable Reminders Here is additional information your preparer will need from you: Did you buy, sell, or refinance real estate you own? Send a copy of the Settlement Statement. The 1099-B you received for the sale of stock only listed the gross proceeds you received from the sale. Tell your preparer when you bought the stock and how much you paid for it. You only owe tax on the difference between buying and selling. You may even have a loss to report! Tell your preparer about any new dependents. You will need name, social security #, and date of birth for each dependent. Add up the amount of cash and/or checks written for church, Sunday school, United Way, March of Dimes, etc. If you gave through work, look for a charity amount on your last paystub. Tell your preparer if someone on your return is taking college courses or vocational training and how much was paid for tuition during the year. You need the name, address, amount paid and ID # of the care provider to claim child care expenses. Tell your preparer if you made Estimated Tax payments. Sometimes we set them up when last year’s return was prepared, but we don’t know if you actually made the payments, how much you paid or when. Your preparer will appreciate the reminder. Other deductions may be auto mileage, purchase of business equipment, health insurance premiums and medical expenses. Most preparers can send you an organizer with last year’s information and a space to fill in this year’s amounts. It is a great help if your life tends to roll along year after year.

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