| 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
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IMPORTANT NOTE: Jeff Adelstone is a registered
representative with the following registrations: Series
#7, #24, #63 and #65 and can transact business with
clients in Arizona. Jeff Adelstone is also an Investment
adviser agent licensed in Arizona. Jeff Adelstone is
Insurance licensed in Arizona. 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, investment advisory services or insurance
services over the Internet. Securities offered through HD
Vest Investment ServicesSM.
Member SIPC, Advisory Services offered through HD Vest
Advisory ServicesSM,
Non-bank subsidiaries of Wells Fargo & Company. |
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