Suggested Information to Provide for your Appointment:
Documents to Provide for your 2022 Tax Appointments:
Income Items:
- Form W-2(s) Wage statements
- Form 1099-INT Interest Statements
- Form 1099-DIV Dividend Statements: Please make sure that you have all cost basis information (Date bought and purchase price)
- Form 1099-B Stock Transactions
- Form 1099-R Pension & IRA Statements
- Form 1099-SA Social Security Statements
- Form 1099-G Gambling Statements
- Unemployment Compensation
Businesses and Rental Properties:
- Business Income and Expenses (Schedule C) Download a copy of our Schedule C Template to help prepare your income and expense items.
- Form K-1 from ALL business ventures
- Rental Income and Expenses (Schedule E)
Deduction Items:
- Form 1098-T Tuition Paid
- Form 1098-E Student Loan Interest
- Form 1098 Mortgage Interest
- Out of Pocket Medical Expenses for NJ residents
- Charitable Giving/Contributions
- Childcare Expenses? Provide the EIN, Name, Address and Amount Paid
- SSN for all new dependents
Coronavirus Relief Items:
- Form 1099-R Penalty-Free Retirement Plan distributions
- Form 1099-G Unemployment
- Stimulus Payment Letter
- Charitable contributions: Special $300 tax deduction helps most people give to charity (before 12/31/20) – even if they don’t itemize
Direct Deposit or Direct Debit?
If you want your refund or balance direct deposited or debited bring your Routing and Account Number.
2021 Tax Year Documents to Provide:
- Advance Child Tax Credit Letter 6419 (to be mailed starting in December '21)
- Letter 6475 to recipients of the third round of the Economic Impact Payments (to be mailed at the end of January '22)
New Clients:
Please provide a copy of your prior year's tax return (Federal and State) as well as a copy of your Driver's License.
Real Estate Transactions:
Have you bought or sold a home or rental property? Please provide the HUD statement or Closing Disclosure for all properties bought or sold in the tax year.