The AFS Tax and Planning Group, Tucson, Arizona - Accounting, Tax Preparation, Financial Planning
The AFS Tax and Planning Group, Tucson, Arizona - Accounting, Tax Preparation, Financial PlanningThe AFS Tax and Planning Group, Tucson, Arizona - Accounting, Tax Preparation, Financial PlanningThe AFS Tax and Planning Group, Tucson, Arizona - Accounting, Tax Preparation, Financial Planning

 

 

 
Tax Organizer & Preparation Checklist

"What to Bring to Your Tax Preparation Appointment"

Tax Organizer
The AFS Tax and Planning Group, Tucson, Arizona - Accounting, Tax Preparation, Financial Planning


Tax Preparation Checklist

The AFS Tax and Planning Group, Tucson, Arizona - Accounting, Tax Preparation, Financial Planning
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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Tucson, Arizona