Tax Data Checklist


  • Social Security statements (1099-SSA)
  • W-2’s
  • Form 1099 for interest and dividends from banks. (Form 1099 for brokerage accounts may not be mailed till February)
  • December 2014 monthly statement for brokerage accounts
  • Form 1099-R for Pensions, Annuities and IRA distributions
  • Form 1099-MISC for miscellaneous income


  • Form 1098 Mortgage Interest
  • Estimated Tax Payments:  In order to ensure the proper amounts are recorded and applied by the tax authorities, we request that you provide us with copies of your cancelled checks or copies of your statement showing a debit to the US Treasury/State.  As a reminder, estimated payments were due 4/15/14, 6/16/14, 9/15/14 and 1/15/15.
  • Charitable Donations: For cash donations – in addition to the names, dates and amounts of donations, please gather any letters or receipts you have received from the charities.  For non-cash donations, no deduction is available without a written receipt from the organization you donated to.
  • Medical Expenses:
    • Insurance:
      • Poof of health insurance coverage – Form 1095
      • Payments for medical/dental/vision insurance as well as Long-Term Care insurance.
    • Medication: For medication costs, you can visit your pharmacy and ask for a printout of your prescription history which will include what you paid.
    • Doctors/Dentists:  You can ask your doctor or dentist for a printout of payments.
    • Medical Supplies
  • Property Taxes: Property taxes are claimed as a deduction in the year they are PAID, not necessarily the year of the tax.
  • Sales Tax: Receipts for large items purchased, such as a vehicle.
  • Legal Fees: Include name of firm, dates, and amounts paid.
  • Private Mortgage: If you personally hold a mortgage for someone else and you DO NOT issue a Form 1099, you will need to gather the amount of interest paid to you during 2014.
  • Purchased/Sold Property:
    • HUD Closing statement if you bought/sold a home or property.
    • Mortgage documents if you re-financed or started a new mortgage or credit line.

Special Notes:

  • Travel Plans: If you will be traveling for a significant amount of time between January and April 15th, or will be traveling April 1-15, PLEASE let us know as soon as possible as this might affect our ability to complete your return or extension in a timely manner.
  • FAFSA or Refinance: If you will need your tax return by a specific deadline, due to either financial aid filings or refinancing, PLEASE let us know as soon as possible and submit ALL of your tax data by the deadlines.  If you do not, we cannot ensure your return will be completed within your needed time-frame.