Checklist

What to Bring

We’re here to help make the process painless…

Client Checklist

We realize you have many options when it comes to tax preparation and we are grateful you chose us.  Please take a look at this list as you gather your paperwork for this year.

Open each toggle below to see more details on that particular subject matter, and what may be required of you to bring.

Download the Checklist
Identification and Financial Information
  • Current picture ID
  • Proof of social security number (new clients only)
  • Social Security cards for any new dependants
  • Routing & Account Numbers for direct deposit (use check not deposit slip)
Income and Earnings Statements
  • W-2’s from each place you were employed in 2024
  • W-2 G’s from any gambling winnings
  • All 1099’s including (but not limited to):
  1. (1099 INT/1099 DIV) Interest/Dividends earned from banks and other investments
  2. (1099-NEC) Self Employment Income
  3. (1099 Misc) Rental Income, Other Income, virtual currency
  4. (1099-K) Credit card sales, virtual currency, gig economy
  5. (1099-R) Pension, Annuity, Retirement plan distributions
  6. (1099-G) Unemployment/State Tax Refund
  7. (1099-B) Broker Statements (ex: sale of stocks, options, virtual curr)
  8. (1099-C) Cancellation of Debt (forgiveness of debt)
  9. (SSA-1099) Social Security Benefits
  10. **(1099-SA) HSA Distribution/(5498-SA) HSA Contribution

**Do you have an HSA?
You will receive a form that states how much money was contributed and how much money was spent.  Please look for these forms.

Contract Labor/Self- Employment Information
  • Add all income earned from self- employment or contract labor
  • Separate and total all expenses incurred as a result of your self-employment income such as supplies, tools, materials, business vs personal miles driven, car expenses, etc
  • CHECKLIST FOR DAY CARE PROVIDERS AVAILABLE HERE
Itemized Deductions
  • Medical, dental or eye care expenses including after-tax insurance premiums
  • Real Estate Taxes
  • Personal Property Taxes (boats, cars, trailers, etc) (MTR VEH TAX on pink slip)
  • Sales Tax paid on vehicles, motorcycles, RV’s, planes & boats
  • Home Mortgage Interest (Form 1098) from each mortgage if more than one
  • Cash charitable contributions (Church, Salvation Army, United Way, etc)
  • Non cash charitable contributions (clothing, furniture, etc)
Education Expenses
  • (1098-T) Tuition, deductible expenses for education (must have to claim any education credits)
  • (1098-E) Student Loan interest (must have to claim student loan interest)
Child Care Expenses
  • Provider name, address, EIN or social security number
  • Amount paid for each child
Affordable Care Act

(1095-A) IF INSURANCE IS FROM THE MARKETPLACE AKA OBAMACARE
YOU MUST WAIT FOR THIS FORM.

If there are any questions as to whether you should bring something or not, the best advice is to bring it with you.  Associated Tax has been in business of preparing tax return for over 40 years now!  We look forward to hearing from you soon.