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Client tax organizer (if you use one)
Copy of last year’s tax returns (new clients only) W-2: wages 1099-R: pensions, annuities, IRA’s, rollovers
K-1: Partnership, S-corporation, trust reporting documents 1099-INT: interest earned 1099-DIV: dividends earned 1099-B: stock sales, need purchase dates and cost 1099-G: unemployment compensation, state tax refund, stimulus rebate amount 1099-SSA: Social Security benefits W-2G: lottery, gambling winnings Form 5498: annual report of IRA balances Federal and state estimates: provide date and amounts paid Name, address, ID, amount paid to each child care provider 1098: mortgage interest statement(s) Closing statements for real estate bought and sold Closing statement for purchase of property that you sold this year Receipts for charitable contributions including non-cash Social security cards for new dependents and new clients Business/rental income and expense by category Any IRS or state correspondence received during year December 31st odometer reading for business auto Real estate taxes paid if not escrowed by your bank Personal property taxes paid for your auto, boat, RV, motorcycle, trailers, etc. Tax preparation fees paid last year (new clients only) Union dues paid Investment expenses paid College tuition and fees for you, spouse and dependents Student loan interest paid
Educator expenses paid – necessary teacher’s supplies IRA contributions made Health insurance costs (not pre-tax dollar) Doctors, dentists, hospital, nursing home costs paid Prescription medicines paid Eye-care costs paid Summary of miscellaneous medical expenses Medical mileage driven Charitable mileage driven Utilities, insurance, and repairs if you have a home office Square footage of your home and office used for business Description, cost and purchase date of business assets List of capital assets traded/sold/disposed of Meal and entertainment costs if for business purposes Copy of Profit and Loss statement for your business Copies of 1099-MISC issued to independent contractors Year-end payroll reports if you had employees Interest expense on business autos, or on equipment Plus anything else you think might be needed at your appointment!
Corporate Office (508) 993-4343 or (508) 993-4321
Fax: (508) 992-4465
Massachusetts
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