To assist you in gathering your tax data, you
can use the following checklist as a guide:
Copies
of your 2009 federal and state tax returns (new clients only)
Name,
date of birth, and copy of social security card of taxpayer, spouse, and any
new dependents
The
amount of alimony paid or received
The
amount of child care expenses and provider information
W2
forms for wages earned
Form(s)
W2-G showing the amount of any gambling winnings received and
offsetting losses
Form(s)
1099-INT for interest earned
Form(s)
1099-DIV for dividends earned
Form(s)
1099-SSA for the amount of Social Security income received
Form(s)
1099-B showing proceeds from the sale of any stock and the
corresponding costs and purchase dates. If you trade options, a
list of option sales and any contracts that expired worthless
Form(s)
1099-G showing the amount of unemployment compensation received
Form(s)
1099-R for IRA or pension distributions
Form(s) 1099-MISC or records of any self employment income and offsetting expenses.
Include all expenses and mileage records for business use of any vehicles.
Any
rental income and offsetting expenses
The
amount of last years NJ FAIR rebate and/or PTR rebate
Amount
of any IRA contributions made
Form(s)
1098-T for the amount of tuition paid for post secondary education for
you, spouse & dependents
Form(s)
1098-E showing the amount of student loan interest paid for you, spouse
& dependents
The
amount of medical and dental expenses
The
amount of property taxes
The
amount of mortgage/home equity interest paid
The
amount of charitable donations (cash & non cash)
The
amount of un-reimbursed employee business expenses
The
amount of job related educational expenses
The
amount of sales tax paid on the purchase of an automobile, motorcycle,
motor home, RV, boat or modular home
The
amount of any estimated taxes paid
The
records (settlement statement) of any home sale, purchase, or refinance (click
for sample)
For
electronic filing purpose, please also bring the following:
