038: NAEA Radio Ad: Filing Taxes - published on 02/15/2025

NAEA Radio Ad - Filing Taxes:  Checklist for Your Tax Appointment 

It's never too early to begin gathering, sorting, and organizing your paperwork in anticipation of filing your income tax returns. This “Checklist” is provided to help you collect the information necessary to prepare your income tax returns.

• [ ] W-2 forms from each employer.
• [ ] Interest and dividend income 1099 forms (1099-INT and 1099-DIV).
• [ ] 1099-R forms for pension and retirement income.
• [ ] Most recent statement of your life insurance and long term care policies. 
• [ ] 1099 from Social Security (if you are receiving benefits). 
• [ ] 1099 from state unemployment fund (for benefits paid to you) (1099-G). 
• [ ] 1099-MISC for compensation paid as an independent contractor, executor, trustee, for commissions or jury duty.
• [ ] 1099-B for the sale of securities. 
• [ ] 1099-S for the sale of real estate. 
• [ ] 1099 for state tax refunds, gambling winnings, or lottery proceeds. 
• [ ] Your personal records regarding rental income and expenses. 
• [ ] Last year's tax returns (if you are a new client). 
• [ ] Alimony paid or received, including social security number of recipient. 
• [ ] Records of the purchase and sale of a personal residence, including the forms given at the time of closing.
• [ ] Summary of medical and dental expenses paid. The amount of reimbursements from insurance is needed as well.
• [ ] Real estate taxes paid. 
• [ ] DMV registration fees.
• [ ] Form 1098 for mortgage and home equity loan interest. 
• [ ] Schedule of estimated taxes paid for federal and state.
• [ ] Summary of charitable donations, including cash, checks and items given inkind.
  (When property donated exceeds $500, an itemized list is necessary.)
• [ ] Job-related expenses for educational purposes, job hunting and out-of-pocket.
  expenses related to your employment (union dues, special work clothing, tools, supplies).
• [ ] Logbook for business use of automobile. (mileage log)
• [ ] Receipts for travel, lodging, and meals while on business.
• [ ] Child-care expenses and provider information. The tax identification number for the provider is required as well as their phone number.
• [ ] Information on IRA contributions made or to be made.
• [ ] Information on educational expenses for tax credits.
• [ ] New dependents will need a social security number. Be sure you have applied for the number.
• [ ] Schedules K-1 from Partnerships, S-Corporations, Trusts and Estates for which you received a distribution.
• [ ] Summary of moving expenses (if eligible---call the office for more information). 
• [ ] Records regarding vehicles purchased or leased during the year for which you are claiming business expenses.
• [ ] Summary of casualty loss (fire, theft, natural disaster).

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