CHECKLIST

 

Personal Information for each Family Member

  • Name

  • Date of Birth

  • Social Security Number or ITIN/ATIN

  • Spouse's full name and Social security number

  • Last year's tax Return

  • Amount of any alimony paid and ex-spouse social security number

Income & Unearned Income

  • W-2’s
  • Interest 1099-INT or substitute
  • 1099-DIV
  • Estimated taxes paid
  • State Income Tax Refund 1099-G
  • Self-Employment Income and Expenses
  • Stock Sales 1099-B or Broker Statement
  • Sale of a Personal Residence
  • Miscellaneous Income 1099-MISC
  • Rental Income and Expenses
  • Gambling or Lottery Winnings W-2G
  • Pension/IRA/annuity Income 1099-R
  • Social Security /RRB Income (1099-SSA, RRB-1099)
  • IRA or 401-k Distribution 1099-R
  • Unemployment 1099-G

Adjustments & Deductions

  • Medical Expenses
  • Real Estate or Personal Property Taxes
  • Mortgage Interests
  • Student Loan Interest
  • Charitable Contributions
  • Employee Business - Expenses
  • Gambling Losses
  • Moving Expenses
  • Traditional IRA Contributions
  • Higher Education Expenses

Credits

  • Child Care Provider/Address and Social Security Number (SSN)
  • Child Adoption Expenses
  • Retirement Savings and Contributions

Education Payments:

  • Forms 1098-T and 1098-E

 

Rental Income:

  • Records of Income and Expenses
  • Rental asset information (date placed in service, cost,etc) for depreciation

 

 

Contact:

StartStar Tax Professionals are available for your tax needs 7 days of the weeks.

From 9:00am to9:00pm. Please call at Ph: 214-994-9490 / 972-219-5258. for more Information