TAX PREP CHECKLIST 2023
TAX PREP CHECKLIST 2023
PERSONAL INFORMATION
o SOCIAL SECURITY NUMBERS FOR FILERS & ALL DEPENDENTS (including those born in 2024)
o DATES OF BIRTH FOR FILERS & ALL DEPENDENTS (including those born in 2024)
o DRIVER’S LICENSES FOR ALL FILERS – COPIES OF FRONT AND BACK
o CURRENT BANK ACCOUNT INFORMATION – INSTITUTION, ACCOUNT TYPE, ROUTING & ACCOUNT NUMBERS
o YOUR PREFERRED CONTACT INFORMATION – PHONE NUMBERS & EMAIL ADDRESSES
INCOME/INVESTMENTS
o W-2S – FOR ALL EMPLOYMENT
o 1099-R – FOR ALL IRA, ANNUITIES, PENSIONS, DISTRIBUTIONS, ROLLOVERS, ETC.
o 1099-MISC, 1099-NEC, 1099-K –INDEPENDENT/OTHER INCOME
o 1099-INT, 1099-DIV – INCOME FOR INTEREST & DIVIDENDS
o 1099-SSA – SOCIAL SECURITY INCOME
o 1099G – UNEMPLOYMENT INCOME
o W2G – GAMBLING WINNINGS
o 1099-B FORMS – SALES OF SECURITIES/CRYPTO – INCLUDING ORIGINAL DATE OF PURCHASE & COST
HOME
o MORTGAGE STATEMENT AND/OR HOME EQUITY STATEMENT (FORM 1098)
o NEW HOME? SOLD A HOME? REFINANCED A HOME? PLEASE, PROVIDE CLOSING DOCUMENTS
o PAID REAL ESTATE TAXES
DEDUCTIONS
o CHARITABLE CONTRIBUTIONS (CASH AND NON-CASH)
o CHILDCARE EXPENSES (NAME, ADDRESS, SSN/FEDERAL ID & AMOUNT PAID)
o VEHICLE PURCHASE SALES TAX
o MEDICAL EXPENSES
o COLLEGE SAVINGS 529 PLAN CONTRIBUTIONS
o IRA CONTRIBUTIONS (TRADITIONAL AND/OR ROTH)
o IRS/STATE NOTICES
OTHER
o COLLEGE OR OTHER POST SECONDARY EDUCATIONAL TUITION (FORM 1098-T)/EDUCATIONAL EXPENSES
o STUDENT LOAN (FORM 1098-E) INTEREST PAID
o LONG TERM CARE INSURANCE PREMIUMS PAID
o ESTIMATED TAX PAYMENTS MADE **WE DO NOT ASSUME THEY WERE PAID.**
o PERSONAL PROTECTION PIN IF APPLICAPLE
o K-1 FORMS FOR ANY PARTNERSHIP, S-CORP, TRUSTS/ESTATES
o ALIMONY/MAINTENANCE PAYMENTS PAID/RECEIVED FROM DIVORCE/SEPARATION AGREEMENTS PRIOR TO 12/31/18
o IF APPLICABLE – STATEMENT DECLARING AMOUNT & TYPE OF FOREIGN INVESTMENTS & BANK ACCOUNTS
RENTAL PROPERTY (SCHEDULE E)
o INCOME RECEIVED
o DAYS RENTED/DAYS OF PERSONAL USE
o EXPENSES
o MORTGAGE/HOME EQUITY STATEMENT (FORM 1098)
o NEW RENTAL? SOLD A RENTAL? PLEASE PROVIDE CLOSING DOCUMENTS
SELF EMPLOYED (SCHEDULE C)
o INCOME NOT REPORTED ON A 1099
o EXPENSES
o INVENTORY (IF APPLICABLE)
o PROFIT AND LOSS STATEMENT
*WE DO UNINCORPORATED BUSINESSES ONLY*
P: 845.429.4383 or 845.429.4397
F: 845.947.5302
beth@coyneosullivantaxservices.com
120 Filors Lane, Stony Point, NY 10980