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Income and Deduction Checklist


Please bring the items that apply to your tax return to your

appointment with a copy of your past two years' tax returns, if available.



Income

  1. Salaries (W-2)

  2. Interest & Dividends (1099)

  3. State or Local Income Tax Refunds (1099G)

  4. Alimony

  5. Self-employment Income (1099 MISC)

  6. Sale of Personal Residence (1098)

  7. Sale of Investments (1099B or 1099S)

  8. Sale of Business Property

  9. Installment Sales

  10. Pensions, Annuities, IRAs (1099R)

  11. Lump Sum Pension Distributions (1099R)

  12. Rentals

  13. Royalties (SCHEDULE K-1)

  14. Partnerships (SCHEDULE K-1)

  15. Estates or Trusts (SCHEDULE K-1)

  16. Farm Income

  17. Unemployment Compensation (1099G)

  18. Social Security Benefits (1099SSA)

  19. Gifts, Awards or Prizes (W-2G)

  20. Income From Tips

  21. Disability Income


Adjustments and Deductions

  1. Contributions to an IRA

  2. Contributions to a KEOGH or SEP

  3. Self-employed Health Insurance

  4. Penalty on Early Withdrawal of Savings

  5. Alimony Paid

  6. Medical Expenses

  7. State & Local Income Tax

  8. Real Estate Tax

  9. Mortgage Interest

  10. Mortgage Points Paid

  11. Investment Interest

  12. Cash Charitable Contributions

  13. Moving Expenses

  14. Other Personal Expenses

  15. Investment Expenses

  16. Employment Related Expenses

  17. Office in Home Expenses

  18. Child Care Expenses

  19. Household Employees


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Fax: 908-725-4950



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