RETURNING CLIENTS
Welcome aboard & prepare for a smooth tax prep.
WHAT YOU NEED
NEW ADDRESS
- Your address for tax forms.
- Your address for mailing taxes back to you.
NEW DEPENDENT
- Name
- Social Security
- Date of Birth
- Official Day Care Letter
NEW SPOUSE
- Name
- Social Security
- Date of Birth
- Occupation
- Drivers License
NEW BANKING
- Routing and Account Numbers or Copy of a Voided Check
INCOME
- W2 1099 NEC (Business)
- 1099 MISC (Rent)
- 1099 K (3rd Party)
STATE
- 1099 G (State Refund Last Year, Unemployment, Family Leave)
INVESTMENTS
- 1099 INT (Banks)
- 1099 DIV (Stocks)
- 1099 B (Brokerage Sales)
RETIREMENT
- 1099 R (Pensions, IRA , Roth, 401k )
- SSA - 1099 (Social Security)
HOUSE
- 1098 (Mortgage Interest & Taxes)
- Energy Improvements (Cost)
- 1099 S (sale of )
EDUCATION
- 1098 T (Tuition, What year of study)
- 1098 E (Student Loan Interest)
NJ RESIDENTS
- Rent Payment
- Dec 16 Paycheck
- Medical (Out of Pocket - See Website)
PER DIEM REPORT
- Just the Residents of: AL - AR - CA - HI - MN - NY - PA
CHARITY
- Checks to Church & Non Profits Goods Donated (Send Receipts if over $500)
ITEMIZED DEDUCTIONS
- Other Misc. Deductions (Returning Client - See Website)
FILLABLE FORMS
- Business
- Rentals
- Medical
- FA Deductions (Forms - See Website)
DEADLINES
- Federal 4/15, MA & ME 4/17
- Extensions 10/15
- Season Ends 11/15
BUSINESS OWNERS
- See Business Link - Form 1099 NEC - Schedule C
LANDLORDS
- See Rental Link - Schedule E will be completed
HOUSE SOLD - See Homeowner Link - buy & sell date & price
CAR REGISTRATION FEE
- only if you live in these States: AL - AZ - CA - CO - GA - IN - IA - KY - LA - MI - MN - MS - MO - MT - NE - NV - NH - SC - WA
HOW DOES THE PROCESS WORK
After completing this checklist - go to the "E-FILE" page for what happens next.
This organizing web site is unique - it will save you time completing your taxes.
No need to print the whole thing - just the pages that pertain to your situation.
Send them with your official forms - I will return everything so you have a record.
Note that some forms are “fill in” and have a “submit” button.