Tax Prep Checklist
Don’t show up without your stuff! Here is a quick list of what WE will need to prepare your taxes:
What Everyone Needs to Bring
All Clients
Driver License
Routing & Account Numbers
Income Statements: W-2s, W2G, 1099-R, 1099-SSA
Overtime Deduction
If your W-2 doesn’t show overtime separately and your employer didn’t give you details, please bring a paystub or year-end summary that lists overtime. This is needed to claim the “no tax on overtime” deduction.
New Clients - Only
Social Security Cards
Copy of last year’s tax return
Birth dates for dependents
If You Have Kids
Child Care Provider’s name, address, tax ID# / SSN & amount paid
Bring your kids W-2s and will see if they need to file
College Costs
1098-E Student Loan Interest Statement (login to your account and print a copy)
1098-T Tuition Statement (login to your student account and print a copy)
Total amount paid for books
Self-Employed
1099-MISC Statement
Mileage Log
List of expenses
Unemployment
Form 1099-G (it was not mailed to you). Login to your DOL account and print the form https://labor.ny.gov/unemploymentassistance.shtm
If You Own Your House
Form 1098 from your mortgage lender
Amount of property taxes paid