TAX ORGANIZER

 

This Tax Organizer is designed to help you collect and report the information needed to prepare your income tax return. This is a general list and may not cover every individual’s situation. If there is any other documentation please provide this in addition to the following.

Feel free to copy and print this page as it will help you gather the documentation needed so that we can provide you with the best possible outcome when preparing your taxes.

⦁ A copy of last year’s return (New Clients Only)
⦁ Original Form(s) W-2
⦁ Photo ID
⦁ Proof of health insurance, medical card or 1095
⦁ SS card for dependents
⦁ Form(s) 1099
⦁ Schedule(s) K-1
⦁ Form(s) 1098
⦁ Form(s) 1098 T (student tax information)
⦁ Brokerage Statements showing transactions for stocks, bonds, etc.
⦁ Copies of closing statements regarding the sale or purchase of real property
⦁ All other information notices you received, or any items you have questions about

 

Please notify us if you have income or personal changes that could affect your tax situation for the upcoming year. Some of these changes may include the following.

⦁ Retirement and pension plan adjustments
⦁ Changes in addresses, telephone numbers and email
⦁ Payment of estimated taxes
⦁ Beginning and disposing of a business
⦁ Selling or trading mutual funds and stocks
⦁ Early 401K withdrawal
⦁ Changes in marital or dependent status
⦁ Investments in partnerships or corporations
⦁ Gifting of money or property to others
⦁ Changes in estate planning

 

SCOTT'S TAX TIME LLC
888 Boardman-Canfield Road
Boardman Ohio 44512
330-782-9345