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The Basics

Prior Year

• A copy of last year’s federal and state tax returns, if you’re a new client

Earnings

• W-2 statements of employment earnings
• 1099-MISC statements of freelance earnings
• Self-employment summary of all your earnings, whether on a 1099 or not

Investments

• Investment statements (1099’s) reporting capital gain/loss, interest, dividends
• Gain or loss for investment accounts privately traded

Other Income

• “K-1” statements of “pass-through” profit and loss
• Summary of rental income
• 1099-R for retirement plan distributions
• SSA-1099 for Social Security earnings

Tax Payments

• Dates and amounts of any estimated taxes paid

Itemized Deductions

• 1098 forms you receive from your mortgage company
• Real estate taxes paid directly to your city or town during the year
• Auto excise taxes paid during the year
• Summary of charitable donations, including non-cash donations (like Salvation Army)

Education Deductions

• 1098-T for tuition
• Student loan interest statement
• RI residents: Amount of contributions to State 529 college savings plan

Rental Deductions

• 1098 mortgage forms
• Other expenses summarized by category

Self Employed Deductions

• Business mileage and ending odometer reading
• Other business expenses by category
• Health insurance paid for employees

Other Deductions

• Energy efficiency improvements to your personal residence
• Health insurance paid personally
• Daycare and summer camp expense for children who were under age 13
• Non-reimbursed employee expenses, including business mileage and ending odometer reading if you use your vehicle for your employer and don’t get reimbursed

Miscellaneous

• Birthdates and socials of all family members
• Traditional IRA contributions made for 2013
• Health Savings Account contributions made for 2013
• RI residents: Contact information for your landlord if your household income was less than $30,000
• Mass residents: 1099-HC for health insurance

This list is an outline and not a comprehensive list. Bring any questions and additional documents to your tax appointment.

© Rich Streitfeld 2013