Interview Checklist

Check!


This is information you will need to do your taxes. You may print out this page for your use.

Personal Information:
  • Names
  • Date of Birth
  • Social Security Card /ITIN/ATIN -Spouse and Children
  • Last Year's Tax Return - New Clients Only!
  • Valid Driver's License or State ID - Taxpayer and Spouse
Income and Tax Information
  • W-2's
  • Interest (1099-INT or substitute)
  • Dividend Slips (1099-DIV or substitute)
  • Stock Sales (1099-B or Broker Statement)
  • Self-Employment Income and Expenses
  • Sale of a Personal Residence
  • Rental Income and Expenses
  • Sale of any Business Assets
  • Gambling or Lottery Winnings (W-2G for some winnings)
  • State Income Tax Refund (1099-G)
  • Pension Income (1099-R)
  • Estimated Taxes Paid
  • Social Security or Railroad Retirement (SSA-1099 or RRB-1099)
  • IRA or 401(k) Distribution (1099-R)
  • Unemployment Compensation (1099-G)
  • Miscellaneous Income (1099-MISC)
Deductions/Adjustments:
  • Medical Expenses
  • Real Estate or Personal Property Taxes
  • Mortgage Interest
  • Charitable Contributions
  • Employee Business Expenses
  • Gambling Losses
  • Moving Expenses
  • Traditional IRA Contributions
  • Higher Education Expenses
  • Educator Expenses
  • Student Loan Interest
Tax Credits:
  • Child Care Provider/Address and Employer Identification Number (EIN) or Social Security Number (SSN)
  • Adoption Expenses
  • Retirement Savings Contributions