Tax Preparation Checklist
If you have any questions while compiling your personal income tax documents please call us at 910-799-0880. If you are interested in learning more about our personal income tax preparation services we would love to speak with you!
Income
- W-2 Forms
- Business Income (Form K -1, Form 1099-MISC, etc. )
- Farming Income
- State Tax Refund (Form 1099-G)
- Unemployment Income (Form 1099-G)
- Retirement Income (IRAs, pensions, annuities) (Form 1099-R)
- Social Security Income (Form SSA-1099)
- Bank Interest Statements (Form 1099-INT)
- Broker Statements:
lnterest Income (Form 1099-INT)
Dividend Income (Form 1099-DIV)
Capital Gains from sale of stocks, bonds, mutual funds (Form 1099-B) - Sale of Home/Property
- Rental Properly Income
- Cancellation of Debt (Form 1099-C)
- Any other miscellaneous income
Expenses / Adjustments
- Mortgage Interest/Points Paid (Form 1098)
- Mortgage Insurance Premiums Paid
- Real Estate Taxes Paid
- Personal Property Taxes Paid: Auto, Motorcycle, Boat, etc.
- Estimated Tax Payments (include amounts and date of payment)
- Medical. Dental & Eye Care:
Out-of-Pocket Expenses
Medical Savings Acct. Contributions
HSA Contributions - Child/Dependent Care Expenses
- Donations:
Made with check or credit card or cash with receipt
ltems donated with receipt
Mileage - Student Loan Interest Paid (Form 1098-E)
- Tuition Paid (Form 1098-T)
- Moving Expenses for Military Personnel only
- IRA Contributions
- Educator Expenses
- Adoption Expenses
- Casualty or Theft Losses
- Any other miscellaneous tax expenses/adjustments
Direct Deposit
If you’d like your refund to be paid by direct deposit, please bring your bank account number and your bank routing number and indicate whether it is a checking or savings account.
Tax Credits
- Energy Tax Credit
- Education Credits
- Earned Income Tax Credit
- Child Tax Credit
- Child and Dependent Care Credit
Schedule A Consultation
4900 Randall Parkway, Suite F
Wilmington, NC 28403
910-799-0880