Get Organized

We recommend that you have these items for your tax interview:

Personal information (including spouse/dependents)

Name
Date of Birth
Social Security Card /ITIN/ATIN
Last Year’s Tax Return
Valid State Issued Idenification
EIN & Business Licenses (if applicable for Small Business Owners, Self-Employed, & Freelancers)

Income and Tax Information

W-2’s
Interest (1099-INT or substitute)
Dividend Slips (1099-DIV or substitute)
Stock Sales (1099-B or Broker Statement)
Self-Employment Income and Expenses
Sale of a Personal Residence
Rental Income and Expenses
Sale of any Business Assets
Gambling or Lottery Winnings (W-2G for some winnings)
State Income Tax Refund (1099-G)
Pension Income (1099-R)
Estimated Taxes Paid
Social Security or Railroad Retirement (SSA-1099 or RRB-1099)
IRA or 401(k) Distribution (1099-R)
Unemployment Compensation (1099-G)
Miscellaneous Income (1099-MISC)

We recommend that you have these items for your tax interview:

Deductions/Adjustments

Medical Expenses
Real Estate or Personal Property Taxes
Mortgage Interest
Charitable Contributions (cash and non-cash)
Employee Business Expenses
Gambling Losses
Moving Expenses
Traditional IRA Contributions
Higher Education Expenses
Educator Expenses
Student Loan Interest

Tax Credits

Child Care Provider/Address and Employer Identification Number (EIN) or Social Security Number (SSN)
Adoption Expenses
Retirement Savings Contributions Credit

Self-Employed, Running a small business, & Not Organized ?

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PHGCo.

PHGCo.

Individual & Small Business Checklist

We recommend that you have these items for your tax interview:

We recommend that you have these items for your tax interview:

We recommend that you have these items for your tax interview:

Personal information (including spouse/dependents)

Income and Tax Information

We recommend that you have these items for your tax interview:

We recommend that you have these items for your tax interview:

Deductions/Adjustments

Tax Credits

Self-Employed, Running a small business, & Not Organized ?

PHGCo.

Individual & Small Business Checklist

We recommend that you have these items for your tax interview:

We recommend that you have these items for your tax interview:

We recommend that you have these items for your tax interview:

Personal information (including spouse/dependents)

Income and Tax Information

We recommend that you have these items for your tax interview:

We recommend that you have these items for your tax interview:

Deductions/Adjustments

Tax Credits

Self-Employed, Running a small business, & Not Organized ?

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