Tax Appointment Checklist
o Personal information -
· The last two years of income tax returns if you are a new client
· Name, address, Social Security number and Date of Birth for yourself, spouse and dependents
· Dependent Provider, Name, Address, Tax ID and S.S.N.
· Banking information if Direct Deposit Required
· Proof of health insurance for 2015 - All Healthforms 1095-A, B or Cfor all family members. You will receive 1095-A if you are insured through the Health CareMarket Place. You will receive a 1095-B if you are insured by a private company. You will receive a 1095-C if you work for a large company.
· Your IP PIN that was sent to you in December by the Agency if you have been aVictim of Identity Theft in the past or if you participated in the pilot program last year.
· Property Tax Due statement . This statement is the actual bill not the proposed statement that they send. If you cannot find your bill, you can obtain it by going to your county's Property Tax Web Site and print the bill there. I need it to determine theAd Valorem Taxes and Non Ad Valorem Assessments.
o Income Data Required -
· Wages and/or Unemployment
· Interest and/or Dividend Income
· State/Local income tax refunded
· Social Assistance Income
· Pension/Annuity/Stock or Bond Sales
· Contract/Partnership/Trust/Estate Income
· Gambling/Lottery Winnings and Losses/Prizes/Bonus
· Alimony Income
· Rental Income
· Self Employment/Tips
· Foreign Source Income Whether you received a document or not.
·
o Expense Data Required -
· Dependent Care Costs
· Education/Tuition Costs/Materials Purchased
· Medical/Dental
· Mortgage/Home Equity Loan Interest/Mortgage Insurance
· Employment Related Expenses
· Gambling/Lottery Expenses
· Tax Return Preparation Expenses
· Investment Expenses
· Real Estate Taxes
· Estimated Tax Payments to Federal and State Government and Dates Paid
· Home Property Taxes
· Charitable Contributions Cash/Non-Cash
· Purchase qualifying for Residential Energy Credit
· IRA Contributions/Retirement Contributions
· Home Purchase/Moving Expenses
· A paper copy of your business expenses if you are self employed
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