TAX CHECKLIST
 

THE FOLLOWING ITEMS SHOULD BE INCLUDED WHEN YOU MAIL US YOUR COMPLETED TAX DATA QUESTIONNAIRE:
 

□    W-2'S
        Your employer should provide you a W-2 with several copies.  Please include at least 3 copies of each of your W-2's.

□    1099'S
        Please include a copy of each 1099 you receive.  These include 1099-DIV, 1099-B, 1099-R, 1099-HSA, 1099-MSA, and 1099-MISC. 
●If you receive a 1099-B we will need to know your basis (your original purchase price).  If you do not know your basis please ask your investment company for either a cost basis statement or a statement of gains and losses. 
●If you received a distribution from a retirement account we must have your 1099-R in order to properly prepare your return.  Be sure to fill out the 1099-R section on page 3 of our tax data questionnaire.
●If you have a Medical Savings Account or a Health Savings Account be sure to include your 1099(s) and fill out question #11 on page 5 of the tax data questionnaire. 
●Please list all income from your 1099-MISC on the tax data questionnaire page 2, under Schedule C.  There is also space to list any expenses you have that are related to the 1099-MISC income.

□    PREVIOUS YEAR'S TAX RETURNS
        Please send us your tax returns from the previous year if we did not prepare your taxes.  If we prepared your taxes then we already have copies.

□    Form 4361
        If you have filed Form 4361 and we do not yet have a copy please include a copy of your approved 4361 for our files.

□    CLOSING STATEMENTS
        If you bought or sold a home please include copies of your settlement statements.  If you refinanced your home your points are deductible so please include your settlement statement.

□    RENTAL INCOME AND EXPENSES
        If you have a rental please include a separate sheet of paper listing your income and itemizing expenses.

□    MOVING EXPENSES
        If you had to move because of a job change and your new employer did not pay your moving expenses these can be deducted on your tax return so please include a list of your moving expenses.

□    K-1
        If you believe you will receive a Form K-1 please wait until you receive it before mailing us your return.