Personal Income Tax Organizer

DOCUMENTS NEEDED IN ADDITION TO YOUR COMPLETED ORGANIZER

ALL FORMS


W-2 (wages), 1095, 1098 and 1099 & others if applicable

  • 1099-INT for interest
  • 1099-DIV for dividends
  • 1099-B for sale of securities
  • 1099-R for annuities
  • IRA or other retirement plan withdrawals
  • 1099-G for state tax refunds
  • 1099-S for real estate sales
  • SSA-1099 for Social Security
  • 1099-G for unemployment compensation
  • 1099-MISC for commissions and fees, and
  • 1099-K for merchant card and third party network payments

Include all copies.


Copies of Schedules

K-1 for partnerships, S corporations, estates or trusts.(Note: You do not need these documents to make your tax appointment. You can provide them at a later date.)

Sold?

If you sold real estate, stock or mutual fund shares during the year, provide a copy of the closing statement.

Did you?...

If you acquired, sold or refinanced a home or other property last year, provide a copy of the closing statement.

New

If you are a new client, provide copies of tax returns for the previous year(s) that are applicable.

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