21 Birch Ave So.
Maple Lake, MN
311 Walnut St.
919 W. Saint. Germain St.#2020
St. Cloud, MN
Personal Income Tax Organizer
Items Your Consultant will Need
Your completed Tax
Organizer and Deduction Finder.
All W-2 Forms (wages), and all 1099 Forms (Interest--1099-INT; dividends-1099 DIV; sale of securities-1099-B; annuities & pensions-1099-R; IRA/Keogh or other retirement plan withdrawals-1099-R; state tax refund-1099-G; Social Security-SSA-1099; unemployment compensation-1099-G; and commissions and fees-1099-MISC). include all copies
Copies of returns (K-1s) for partnerships, joint ventures, S corporations, estates, or trusts.
If you sold real estate, stock, or a mutual fund during the year.
If you refinanced your home or other property this year, bring in a copy of your closing statement.
Estimated (ES) tax forms sent to you by the government, if you are making estimated tax payments.
If you are a new client, provide copies of last year's tax returns.