Income
List of all:
Earnings (including self-employed)
Bank and bond interest
Stock dividends
Interest in any partnership, S corporation, or tax shelter
Income from a trust or estate
Rentals
Unemployment compensation
Pension or annuity
W-2
1099
1099-DIV
1099-INT
K-1
Expenses
List of all:
Medical expenses
Interest payments
Taxes
Charitable contributions w/ acknowledgements from the charity
Moving expenses
Business expenses
Mortgage interest or points, including Form 1098
Substantial theft or casualty losses
Investment-related expenses
Purchases
Record of all purchases of personal property used in a trade or business
Securities
List of all:
Securities sold or purchased
Broker conformation slips
Monthly brokerage statements
Form 1099-B
Real Estate
Information on:
Sale of personal residence
Sale of business real estate
Purchase of personal residence
Purchase of business real estate
Sale or purchase of other property
Improvements
Retirement
Record of all retirement plan contributions and distributions
1099-R for withdrawals
Social Security benefits received.
Miscellaneous
All income, expense and loss items that do not fall in the above categories, such as awards and settlements in personal injury cases
Alimony payments and receipts
Child care expenses
State and local tax payments
Tax refunds
Amounts and dates of estimated tax payments (federal and state)
Social Security numbers for all dependents, including children born before November 1, 1996.
Please note that this is only a guide, please feel free to call Seager,Seager,Webb,Inc. to set up a tax consultation appointment. Additionally, presenting this page at the time of your appointment will entitle you to $10.00 off the cost of your tax preparation.
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