TAXPRO SERVICES CORPORATION

• W-2 forms (all copies)
• All 1099s, 1098s and K-1s from all sources
• All year-end statements from brokerage accounts and mutual funds, plus any booklets or other literature provided by brokerage and mutual fund houses
• Any "Average Cost Statement" received from a mutual fund on the sale of fund shares
• Any booklets you receive from your resident and non-resident states - you will not receive a federal booklet
• A detailed listing of (1) itemized deductions - (2) rental income and expenses - (3) self-employment income and expenses - (4) child-care expenses
• Social Security numbers and dates of birth for all dependents
• Social Security or Employer Identification numbers for all child care providers  
• The final pay-stub for the year for all of your employers
• New Jersey residents - please let me know when you reach age 62

If this is your first time with me please provide me with copies of the past two (3) years federal and state income tax returns.

It is better to give me too much information than too little, so provide me with anything you think will be helpful in preparing your return.

If you fall into any of the categories below I will need additional information:

RETIRED POLICEMEN AND FIREFIGHTERS -

I need to know the amount withheld from your pension for the year for health insurance premiums.

IF YOU ARE FILING A NJ-1040-

I need to know your (and your spouse's) date of birth.  This information is necessary for me to file your return online using NJ WebFile.

IF YOU SOLD STOCK OR MUTUAL FUND SHARES-

I will need the date of purchase and cost of the stock or mutual fund shares sold.  If shares were purchased over the years via dividend reinvestment I need to know the amount of dividends reinvested each year.  If the stock or mutual fund was inherited I need to know the number of shares you inherited and the date of death of the person from whom they were inherited.  Have your broker provide you with (or send directly to me) a "profit and loss" statement for the year's trades that reconciles to the 1099B for your account.  Please note - I will not be able to complete your tax return without this information.

IF YOU SOLD REAL ESTATE-

I need the closing or settlement statements for both the purchase and sale of the property, plus the cost of capital improvements made to the property over the years.

IF YOU PURCHASED REAL ESTATE-

I need the closing or settlement statement for the purchase of the property.  For rental property I will need to know the separate amounts of the "assessed value" for land and improvements from the tax bill (or the post card you received from the municipality).

IF YOU REFINANCED A MORTGAGE- I need to know if you paid any points and, if so, the term of the new mortgage.

IF YOU ARE RECEIVING IRA DISTRIBUTIONS-

I need the year-end statements for all IRA accounts.

IF YOU ARE A NEW JERSEY RESIDENT-

If you were a tenant on October 1st, I need to know the total rent paid for the year, plus the name(s) and Social Security number(s) for any roommates.  If you were a homeowner I need to know the amount of the NJ Homested Property Tax Rebate you received.  If you lived at more than one NJ residence during the year, I need to know the specific information, including dates of residence and addresses, for each location.  If you turned age 65 during the year I need a photocopy of your driver's license or birth certificate to send with the NJ return.

IF YOU HAVE DEPENDENTS IN COLLEGE-

I need the 1098-Ts received, all the "Burser's Reports" for the year, and the student's status (i.e. freshman, junior) at the beginning of the year.

IF YOU RECEIVED A DISTRIBUTION FROM AN EMPLOYER PENSION PLAN-

I need to know if you rolled-over the distribution to an IRA.

IF YOU DONATED A CAR TO CHARITY-

I need to see the paperwork you received from the charity, including the Form 1098-C, the fair market (blue book) value of the car on the date of the contribution, and the original cost and date of purchase of the car donated.

IF YOU ARE PAYING ALIMONY-

I need to know the Social Security number of the person to whom you are paying the alimony, the amount paid for the year, and any other required payments (i.e. health insurance premiums, real estate expenses) that you are making on behalf of your former spouse.

IF YOU PURCHASED OR LEASED A CAR, TRUCK OR BOAT-

I need to know the amount of state and local sales tax paid.

IF YOU PURCHASED AN ITEM ELIGIBLE FOR AN ENERGY CREDIT-

I need to know the cost of the item and I need to see the "Manufacturer's Certification" you received from the seller.

IF YOU RECEIVED A FORM W-2G FOR GAMBLING WINNINGS-

I need to know the amount of your gambling losses for the year.