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Tax Checklist  

Even if you do not have everything prepared, come in. (Click for printable version.)

Personal    
Last Years Tax Return Drivers License and SS Cards
Names, Birthdates, and SS #’s of Household Members  End of Year Pay Stub
Income    
Wages, W-2, 1099R Sale on Purchase of Home – HUD1
Interest Income, 1099INT Unemployment, 1099G
Dividend Income, 1099DIV Gambling/Lottery Winnings, 1099G
Social Security, SSA-1099 NJ Homestead Rebate + PTR (Senior Freeze)
Pension, 1099R Miscellaneous Income, 1099MISC
Business Income/Loss – See Below IRA or 401K Distributions, 1099R
Stock & Mutual Fund Sales, 1099B Rental Income – See Below
Year End Investment Statements to Determine Cost Basis Partnership, S Corp & Trust Income
Yearend 401K / 403B to Determine NUA Eligibility
Deductions    
Alimony Paid - Need SS# of Ex-Spouse Penalty on Early Withdrawal from Savings
Student Loan Interest, 1098E IRA Contributions
Moving Expenses Tuition & Fees Paid, 1098T
Itemized Deductions    
State Tax Refund Mortgage Interest, 1098
Medical, Dental, Eyecare Investment Interest Paid
Investment Expenses Charitable Contributions
Long Term Care Premium Employee Business Expenses
Real Estate Taxes Paid Auto Expenses
State & Local Taxes Paid Gambling/Lottery Losses
Credits    
Childcare Credits – Need EIN or SS# of Provider along with Address Earned Income Credit
Education Credits, 1098T Retirement Savings Contributions
Self Employed, Business Owners & Rental Property Owners
Call to Review Your Individual Situation for Additional Information Needed
Other    
Life Insurance Policy Changes in Personal Information
Long Term Care Policy


Professional Advice .
Tailored to Life .

 

Apex Tax Advisors, LLC
  505 S. Lenola Road,  Suite 110
Moorestown, NJ 08057  

Office: 856-778-0980
Fax: 856-778-0929
Info@ApexTaxAdvisors.com

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Securities offered through National Securities Corp. (NSC), member FINRA/SIPC. Accounts are carried by National Financial Services LLC, Member NYSE/SIPC, a Fidelty Investments ® Company and/or Accounts are carried by Legent Clearing, Member FINRA/SIPC. Advisory services offered through National Asset Management, Inc. (NAM). Insurance Services offered through National Insurance Corp. (NIC). Apex Tax Advisors is an unaffiliated entity to NSC, NAM, and NIC.  IMPORTANT CONSUMER INFORMATION:  This communication is strictly intended for individuals residing in the states found here. No offers may be made or accepted from any resident outside the specific state(s) referenced.