Tax Appointment Checklist

Personal Information

• Prior year income tax return (required for new clients)
• Full name, address, Social Security number, and date of birth for yourself, spouse, and dependents
• Dependent care provider name, address, Tax ID, and Social Security number
• Bank name, routing number, and account number (if direct deposit is requested)

Income Information

• Wages and/or unemployment income
• Interest and dividend income
• State and/or local income tax refunds
• Social assistance or government benefits
• Pension, annuity, stock, or bond sales
• Contract, partnership, trust, or estate income
• Gambling or lottery winnings, losses, prizes, or bonuses
• Alimony income received
• Rental income
• Self-employment income and tips
• Foreign income

Expense Information

• Dependent care expenses
• Education and tuition costs, including materials purchased
• Medical and dental expenses
• Mortgage or home equity loan interest and mortgage insurance
• Employment-related expenses
• Gambling or lottery-related expenses
• Tax return preparation fees
• Investment-related expenses
• Real estate taxes
• Estimated federal and state tax payments (including dates paid)
• Home property taxes
• Charitable contributions (cash and non-cash)
• Purchases qualifying for the Residential Energy Credit
• IRA and other retirement contributions
• Home purchase and moving expenses