Wondering what to bring to your next planning appointment?
Take a look at this useful Tax Planning Check List to make sure you aren’t forgetting anything. Or better yet, download the Tax Appointment Checklist to ensure you have all the items that you need for you tax return.
- Income Statements forms (W-2, 1099s, Unemployment)
- Prior year tax returns for review.
- Recent investment statements for review of tax efficiency and appropriateness.
- Recent 401k or other tax-deferred savings plan statements for review.
- All information pertaining to any currently owned individual retirement accounts (IRAs).
- Information about any current pension plans.
- Current life, long-term care, and disability insurance policies.
- Recent statements from all mortgages.
- A list of any debt balances and corresponding interest rates.
-
- W-2 Forms for all jobs
- 1099 Forms for all types of income
- 1098 Forms for all Mortgage Interest Deductions
- Stock sale data (ESPECIALLY cost basis information)
- Stock Option data if you exercised any options during the year
- Settlement/closing statements from all real estate sales and purchases
- Form 4782 (Moving expenses paid by your employer)
- K-1 Forms from all Partnerships, Sub S Corporations and Trusts
- 2019 Federal Income Tax Return (ESPECIALLY depreciation schedules)
- 2019 State Income Tax Returns (if applicable)
- Accounting Records (Income/Expense summaries) for your business
- Accounting Records (Income/Expense summaries) for rental properties
- Accounting Records (Income/Expense summaries) for royalties
- IRA Statements – 401(k) Statements – Annuity and Investment Statements