Maple Lake 21 Birch Ave So. Maple Lake, MN 55358 (320)963-5414

Monticello 311 Walnut St. Monticello, MN 55362-8839 (612)963-5414

St.Cloud 919 W. Saint. Germain St.#2020 St. Cloud, MN 56301-3407 (320)252-7188

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.

by bruce