CHECKLIST

FAB Accounting & Tax LLC Pre-Consultation Checklist

To Ensure that we have everything we need to process your return, please make sure that you have everything that applies to your return.

Typical

• 1. Form W-2 – we need all the forms. If you are missing a W-2, contact your employer.

  2. Pension or Retirement income – Form 1099-R

  3. Unemployment Income – Form 1099-G

  4. A copy of last year’s Federal, State, & any applicable City tax returns – only if you’re a new client to FAB Accounting & Tax LLC

  5. Self-Employed Business Income – Form 1099-Misc. (Don’t forget all of your expenses!)

  6. Child Care Expenses & Provider Information (name, address, & tax ID number)

  7. Direct Deposit Information – If you want your refund direct deposited (recommended), please bring a voided check or bank account number.

  8. Any Trading (Buying and Selling) Activity for Bitcoins ( Litecoin (LTC), Ethereum (ETH), Zcash (ZEC), Dash, Ripple (XRP), Monero (XMR), etc)

If any of the below apply to your situation

• 1. Interest and Dividend Income – Form 1099-Int / Form 1099-Div

  2. State Income Tax Refund – Form 1099-G

  3. Sales of Stocks or Bonds – Form 1099-B. In addition to the 1099-B, we need the stock basis (what you paid) and the date the stock was originally purchased.

  4. Social Security Income - Form SSA-1099

  5. Lottery or Gambling Winnings – Form W-2 G. (Don’t forget any gambling losses!)

  6. Alimony paid or received – If you paid alimony, we need the recipients’ Soc. Sec. number

  7. Income and Expenses from Rental properties

  8. Farm Income and Expenses

  9. Mortgage, Refinance, or Home Equity Loan Interest Paid – Form 1098

  10. Real Estate Taxes Paid

  11. Sales Tax Paid (e.g. cars and boats)

  12. Medical Expenses (doctors, dentists, eye care, prescriptions, hospital, etc)

  13. Medical and Charitable “mileage”

  14. Cash and Noncash Charitable Donations – If non-cash contribution that exceeds $500, we need the name, address, and Federal ID number for the organization that received the donation.

  15. Educator Expense – Money spent out-of-pocket as a teacher

  16. Tuition and Education Fees – Form 1098-T

  17. Student Loan Interest – Form 1098-E

  18. Estimated tax payment amounts – Form 1040-ES. Please include the dates paid. Don’t forget any state and local estimates paid!

  19. Moving Expenses

  20. IRA Contributions

  21. Income and Expenses from Partnerships, S-Corporations, Trusts, and Estates – Schedule K-1

  22. Any "Important Tax Document"

SCHEDULE YOUR CONSULTATION TODAY,

APPOINTMENTS ARE FILLING UP QUICKLY! 

Still Unsure? We would love to brief you about our company and services. Give us a call at 815-782-2284 or E-Mail

Copyright 2023  |  FAB Accounting & Tax LLC|  Home  |  Contact Us