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IN ORDER TO MAXIMIZE YOUR RETURN WE NEED ALL YOUR DOCUMENTS.  ​

BELOW IS A CHECK LIST. 

BE AWARE THAT NOT ALL WILL APPLY TO YOU!

 

 

 

INCOME DOCUMENTS:

 

v  W-2’S, 1099’S, K-1’S, PENSION INCOME STATEMENTS

v  INTEREST AND DIVIDEND INCOME

v  REPORTS OF STOCK SOLD, DATE PURCHASED AND COST.

v  EXEMPT INTEREST REPORTS

v  REFUNDS (HOMESTEAD REBATE, FEDERAL & STATE TAX)

v  SELF-EMPLOYED BUSINESS INCOME

v  RENTAL INCOME

v  IRA WITHDRAWALS

v  ALIMONY RECEIVED

 

 

DEDUCTION DOCUMENTS:

 

v  REAL ESTATE TAXES PAID (NEED LOT AND BLOCK #)

v  MORTGAGE INTEREST PAID (POINTS PAID IF NEW HOME)

v  MEDICAL INSURANCE, PRESCRIPTIONS, DOCTOR BILLS

v  CHARITABLE CONTRIBUTIONS

v  IRA, KEOGH, SEP CONTRIBUTIONS

v  DEPENDENTS (NAME AS IT APPEARS ON THEIR SOCIAL SECURITY CARD, AGE, SOCIAL SECURITY NUMBER)

v  FULL TIME COLLEGE STUDENTS, THEIR AGE AND TUITION PAID

v  SELF EMPLOYED HEALTH INSURANCE

v  ALIMONY PAID

v  ESTIMATED TAXES PAID-FEDERAL AND STATE AND DATE PAID

v  BUSINESS EXPENSES UNREIMBURSED

v  BROKERAGE & IRA MANAGEMENT FEES PAID

v  EXPENSES RELATED TO AN OWNED RENTAL PROPERTY

v  SELF EMPLOYED BUSINESS EXPENSES

v  FORM 2106 OUTSIDE SALESPERSON TRAVEL EXPENSES