Need Help Getting Ready To File?
See the Tax Preparation Checklist Below.
Also available here as a PDF: Tax Prep Checklist
Other Return Type Checklists:
*Also available are the following helpful tools:
Business Mileage Log (Can be used for any deductible mileage)
Personal Tax Return Checklist
(List not exhaustive, when in doubt, bring it!—All items may not apply)
***Documents must be already printed out or IMMEDIATELY accessible at time of appointment.
Personal Information
- Prior year return if available (new clients only)
- Names, birthdates and SSNs for everyone on return
- Spouse’s SSN if Married filing separately
- Non-expired driver’s license or other Gov. ID (DL#, issue date and exp date)
- Routing and Account # if direct deposit or balance due withdrawal is desired
- NJ veterans: DD214 if first year claiming veteran deduction
Income
- W2s from all jobs (even if you only worked there one day), accompanied by last Paystub of year (please print out prior to appointment or save screenshot)
- 1099 NEC from company that paid you as a contractor
- 1099G Unemployment (federal and state benefits are combined on one form)
- 1099W2G Gambling/lottery
- 1099INT, 1099DIV, or 1099B from banks and brokerage/stock
- 1099K Third Party Payments (check your online selling account)
- 1099R pension, IRA or 401k withdrawals
- 1099SSA Social Security statement
- Schedule K1 from estate or partnership/S-Corp (including investment partnerships
- Business: Revenue/payment records and/or 1099 Misc or 1099Nec
- Rental properties: Rent income for the year
Deductions
- 1098 Mortgage Interest/Property Taxes paid
- Closing statement (Settlement statement/Hud1) year of home purchase
- Medical expenses out of pocket (vision, medical, dental, mental health, miles driven for care)
- Last paycheck of the year to show medical insurance premiums paid (for NJ returns; this information is not always on W2)
- Charitable contributions made during the year
- IRA contribution information
- Rent paid during year (For NJ property tax deduction/credit)
- Business/Self employed: records of all expenses, mileage log (miles recorded at time of trip are best)
- Rental properties: records of all expenses (closing statement if property purchased during the tax year)
Home Energy Credit/Electric Car Credit
Purchase information for :
- Solar energy/Solar electric property
- Building components: Exterior doors, windows and skylights, insulation
- Residential Energy Property: central air, water heaters, furnaces, boilers, heat pumps and biomass stoves and boilers
- Electric Vehicles Purchased in 2023 eligible for EV credit
Dependent Related Items:
- Day Care/Child Care cost and EIN/SSN of provider
- Form 8332-signed by custodial parent when claim child with split custody
Higher Education Items
- 1098E or Student loan interest paid amounts
- 1098 T and tuition/payment summary for college students
- Contributions to NJ BEST 529 Plan