2025 Checklist

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

___ ALL YEAR END FORM 1098 MORTGAGE INTEREST & PROPERTY TAX STATEMENTS

___ 1099 FORMS REPORTING ALL STOCK SALES FOR 2025 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 2024 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, 

PROOF OF AMOUNTS PAID FOR TUITION 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 2025

___ INFORMATION ON ANY ENERGY EFFICIENT PURCHASE IN 2025

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

___ FORM 1098-VLI FORM FOR VEHICLE INTEREST PAID ON AN AMERICAN MANUFACTURED VEHICLE PURCHASED IN 2025, MODEL, AND VIN NUMBER

___ ALL 1099 FORMS FOR GAMBLING/LOTTERY WINNINGS, UNEMPLOYMENT, STATE OR LOCAL TAX REFUNDS