2024 Checklist

___ ALL COPIES OF W-2’S, 1099’S, K-1’s, FINAL PAYSTUBS

___  ALL YEAR END FORM 1098 MORTGAGE INTEREST STATEMENTS AND YEAR-END PROPERTY TAX STATEMENTS 

___ FOR TENANTS, AMOUNT OF RENT PAID

___  1099 FORMS REPORTING ALL STOCK SALES FOR 2024 AS WELL AS PURCHASE DATE AND COST INFORMATION (Price Paid)

___  1099 FORMS FOR ALL RETIREMENT FUND ROLLOVERS, TRANSFERS, ROTH CONVERSIONS, and COLLEGE 529 PLAN DISTRIBUTIONS

___  SOCIAL SECURITY #’S AND BIRTHDATES OF ALL DEPENDENTS, ONLY IF NEW 

___  COPY OF YEAR 2023 TAX RETURNS – ONLY IF PREPARED ELSEWHERE 

___  SCHEDULE SUMMARIZING BUSINESS OR RENTAL INCOME & EXPENSES

___ DATE AND AMOUNTOF EACH ESTIMATED TAX PAYMENT (FED & STATE)

___  NAME, ADDRESS, & SS#  OR TAX ID NUMBER OF ALL CHILD CARE PROVIDERS

___  TOTAL OF ALL OUT-OF-POCKET (UNREIMBURSED) MEDICAL EXPENSES INCLUDING HEALTH INSURANCE, LTC PREMIUMS, & MEDICAL MILEAGE

___  ANY IRS OR STATE TAX CORRESPONDENCE RECEIVED

___  SETTLEMENT PAPERWORK (HUD-1 FORM) FOR ANY REAL ESTATE TRANSACTIONS, PURCHASE OR RE-FINANCE

___ PROOF OF TUITION and BOOKS PAID AND STUDENT LOAN INTEREST PAID

___ LIST OF CHARITABLE CONTRIBUTIONS AND PROOF 

___ FOR NJ RESIDENTS – LET US KNOW IF YOU ARE AN HONORABLY DISCHARGED VET

___ INFORMATION ON ANY CRYPTOCURRENCY TRANSACTIONS IN 2024 

___  INFORMATION ON ANY ENERGY EFFICIENT PURCHASE IN 2024

___ 1099-K FORMS IF YOU SOLD GOODS THROUGH A THIRD PARTY