Income Tax Check List for Income Tax Preparation in Woodbridge Township, Elizabeth, NJ, Newark, Linden, Rahway, NJ, and Surrounding Areas

To help us assist you better with your individual or business tax, please have this information available when you arrive for your appointment.

Dates of birth and social security numbers.
Childcare records (including the provider’s ID #) if applicable.
Approximate income of other adults in your home (not spouse, if you’re filing jointly).
Copies of your divorce decree.
Other documents showing that your ex-spouse is releasing their right to claim a child to you.

Forms 1098-T and 1098-E, if you received them.
Scholarships and fellowships.
Bills from the educational institution.
Anything else that itemizes what you paid or received loans for versus what was covered by scholarship or other financial aid.

Business-use asset information for depreciation.
Records of all expenses – check registers or credit card statements, and receipts.
Office in home information, if applicable.
Forms: 1099-MISC, Schedules K-1,
Income records to verify amounts not reported on form 1099.

If you want to claim actual expenses, receipts.
Totals for gas, oil, car washes, licenses, personal property tax, lease or interest expense, etc.
Total business miles driven for the year.
Total miles driven for the year.
Amount of parking and tolls paid.

Dates of acquisition and records of your cost or other basis for assets and property that you sold.
Income from sales of stock or other property (1099-B, 1099-S).
Interest, dividend income (1099-INT, 1099-OID, 1099-DIV).

Amounts of miles driven for charitable or medical purposes.
Records of non-cash charitable donations.
Amounts paid for healthcare insurance and to doctors, dentists, hospitals.
HUD statement showing closing date of home purchase.
Real estate and personal property tax records.
Forms 1098 or other mortgage statements.
Employment-related expenses.
Invoice showing amount of vehicle sales tax paid.
Expenses related to your investments.
Amount of state/local income tax paid, or amount of state and local sales tax paid.
Cash amounts donated to houses of worship, schools, other charitable organizations.
Amount paid for preparation of your 2010 tax return.
Job hunting expenses.