Jm income tax
Appointment Checklist
o Personal information -
• Last year’s tax return if you are a New Client
• Copies of Social Security cards and ID’s for self, spouse and dependents (if applicable)
• Banking information if Direct Deposit Required
o Income Data Required (if applicable) -
• Wages / 1099s
• Unemployment Income
• Interest and/or Dividend Income
• State/Local income tax refunded
• Social Security Income
• Retirement Income
• Pension/Annuity/Stock or Bond Sales
• Contract/Partnership/Trust/Estate Income
• Gambling/Lottery Winnings and Losses/Prizes/Bonus
• Alimony Income
• Rental Income
• Self Employment/Tips
• Foreign Income
o Expense Data Required -
• Dependent Care Costs (Daycare EIN information required)
• Education/Tuition Tax Forms
• Costs/Materials Purchased
• Medical/Dental Expenses
• Mortgage Interest/Home Equity Loan Interest/Mortgage Insurance
• Employment Related Expenses
• Gambling/Lottery Expenses
• Investment Expenses
• Real Estate Taxes
• Estimated Tax Payments to Federal and State Government and Dates Paid
• Property Taxes (Home & Personal)
• Charitable Contributions Cash/Non-Cash
• Purchase qualifying for Residential Energy Credit
• IRA Contributions/Retirement Contributions
• Home Purchase/Moving Expenses
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jm income tax & Accounting services, llc
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