| Tax
Organizer & Preparation Checklist
"What to Bring to Your Tax Preparation Appointment"
Tax Organizer
Tax Preparation Checklist
1. W-2's
2. Record of other income (1099's)
- interest and dividends from savings accounts, money
markets, mutual funds, stocks, bonds, etc.
- non-employee compensation
3. Copy of the purchase and sale of stocks, bonds, and mutual
funds for last tax year
4. Rental property income and expenses
5. Copies of all K-is (Partnership and S-Corporation)
6. Pension or IRA distributions for past tax year
7. IRA contributions made in past tax year
8. Itemized deductions
- medical expenses
- real estate taxes
- interest on residential mortgage
- interest on other loans, separated
- contributions--cash and non-cash
- casualty losses
- tax preparation fee for last years tax return
- safety deposit box fee
- employee business expenses, non-reimbursed travel,
entertainment, meals, auto expense, etc.
9. Moving expenses and moving expense reimbursement
documentation
10. Child Care Expenses. Please bring in the SSN or EIN of
your daycare provider. IRS will not provide you the credit
without it.
11. Documentation for federal and state estimated tax
payments
12. Purchase and Sale of residence
- closing papers from the purchase and sale of old
residence
- closing papers from the purchase of new residence
- copy of the tax return showing the purchase of old
residence
13. Copy of last year's Federal and State tax returns (NEW
CLIENTS ONLY)
14. Federal and State booklets or post cards mailed to you
for last tax year
DISCLOSURE:
Jeff Adelstone is a registered representative registered
to transact business with clients in Arizona, California,
Colorado, Missouri, New York, Oklahoma, Pennsylvania,
Texas, Virginia, and Washington. Jeff is advisory licensed
in the following states: Arizona, Florida, New York,
Oklahoma, Pennsylvania, Virginia and Washington. Jeff is also an insurance
agent licensed in Arizona, Massachusetts, Pennsylvania,
and Texas. If you are not a resident of the states noted
above, all investment-related information on this site is
for informational purposes only and does not constitute a
solicitation or offer to sell securities or insurance
services over the internet. Securities offered through H.D.
Vest Investment ServicesSM,
Member: SIPC, Advisory Services offered through H.D. Vest
Advisory ServicesSM
non-bank subsidiaries of Wells Fargo & Company, 6333 North
State Highway 161, Fourth Floor, Irving, TX 75038,
972-870-6000.
Investments & Insurance Products:
Are not insured by the FDIC or any federal government
agency. Are not deposits of or guaranteed by the bank or
any bank affiliate. May lose value.
The AFS Tax & Planning Group and Adelstone Financial
Network, Inc. are not registered broker/dealers and are
not affiliated with H.D. Vest Financial Services. |
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