Checklist
YES
Did you have any significant tax event:
Were there any changes in dependents from prior year?          
Did you buy, sell, refinance or abandon your personal residence or other real property?  If Yes, please bring copy of HUD-1 and Form 1098 / 1099.          
         
Did you receive an Inheritance?           
Income:
Did you sell securities from brokerage account?          
If yes, please attached the brokerage account statements.
If the cost basis of securities was not disclosed, please get the cost basis.
Do you have any foreign bank accounts?          
Did you cash in any savings bonds?          
Do you plan on selling and stock / property next year or 2013.          
Did you buy any investment property?           
Did a lender cancel any of your debts in 2011?           
Itemized Deductions:
Did you incur any losses during our summer storms?           
Did you make any large purchases, such as a car or boat? If Yes, bring documentation.           
Did you have any large medical expenses or planned large medical expenses?          
Did you pay property taxes on property other than your residence?           
Did you do any driving for a charitable organization?           
Expenses:
Did you have any Child care expenses / dependent care expenses?           
If yes, please provide the name, address, tax ID# and amounts paid.  If you have the same providers as last year, provide only the amounts paid.
          
Did you have a dependent benefits plan at work?           
Did you or your spouse have transactions pertaining to a medical savings account (MSA) or health savings account (HSA)?  If you did please attach any forms related, such as 1099-SA.
          
Do you have any teacher related expenses?           
Did you pay any student loan interest?  If yes, bring Form 1098-E           
Expenses for working - employee business expenses?            
College Costs:
Did you have or pay for any college expenses?            
How much did you pay for Tuition?            
How much did you pay for Books, fees, room & board?            
(Each college will send you or student Form 1098-T, you must have it)
Did you withdrawal money from an IRA to pay for college expenses            
Other:
Did you install any energy efficiency improvements, or energy property in your residence such as exterior doors, windows, insulation, heat pumps, furnaces, central air conditioners or water heaters?
          
Retirement:
Make any contributions to or receive any distributions from: 
IRA  ______             Roth IRA   ______              NYS 529 plan ______
Did you receive any distributions from inherited IRA during the year?            
Did you convert all or part of a retirement account during the year?            
NYS:
Are you volunteer firefighter or ambulance worker?            
Did you pay long term care premiums?            
Did you make any out of state purchases for which you did not pay NYS sales tax?            
Describe anything that happen this year which you feel could affect your taxes           
Do you have any significant debt you want to talk about?           
Do you know where you stand financially?           

Original documentations   -   Bring all W2’s, pension/IRA/annuity income, interest & dividends (1099’s), 1098’s (mortgage statements), if you paid your real estate taxes personally, make sure you have the amounts paid. 

Real Estate Sales / Purchases  -  If you bought and/or sold your home, please bring the closing statement or HUD1.  The same applies to second residences or any other real estate.

Stock Sales  -  If you sold any stock, please make sure you know when and what you paid for it.  Normally your broker or financial institution would have that information.

Child Care Expenses  -  If you have any Day Care Expenses even though your employer had a Dependant Care Plan, you will need the providers name, address and Tax ID #. (Social security or Federal ID numbers).   If there are any new children, please bring social security number.

  
Donations  - If you made charitable contributions this year, make sure you have a list of them or a total amount donated.   If you donated non-cash items, (Salvation Army), bring the receipt or have the value of the items, the date donated and to whom it was donated to.  If you have driver your car on behalf of an organization, bring the total miles driven.   
 
Educational Costs  -  Bring the paid bills from the college and/or student loan used for tuition.  Financial aid or scholarships are not eligible for any credits.

Employment Related Expenses  -  If you have un-reimbursed employee business expenses or job seeking expenses, make sure you have the total amounts paid.  Some common overlooked expenses, cell phone, internet costs, dues & publications and automobile mileage.  If you are an educator, you can deduct up to $250 of classroom expenses.

    *  Vehicles Information – For mileage deductions, we will need the total miles driven and total business miles driven.  Amounts paid for parking, tolls, auto leases, gas, car washes, repairs and insurance.
  
IRA Deduction  -  If you are or considering a contribution to an IRA, please let us know.
  
New York State   -  
 - Sales Taxes - Last year NYS wanted individuals to pay sales tax on items purchased from an out of state vendor.  (i.e. LL Beam)  If you have purchased item and not paid the sales tax, please let us know, so we can include the amount on your NYS return.  
-  NY Saves- If you contributed to NYS’s 529-education program, please let us know the amounts.

If you are not sure, bring it.   We have the information from the prior years, so if you have the same day care provider, we would have the name, address and Tax ID#.  If you have any questions, please give us a call.

 

 

 

 

 
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