Hoyer Accounting Your Tax Experts

Tax Preparation Checklist

As you prepare your materials for your tax appointment,
here is a checklist of items we will be asking for:

  • Child care provider tax ID’s and/or social secuity numbers
    and addresses.
  • Tax Rebates and refunds
  • Unemployment Compensation
  • Miscellaneous income including rent
  • Partnership, Corporate, LLC, and trust income
  • Pensions and annuities
  • Alimony received and/or paid
  • Jury duty pay
  • Prizes and awards or gambling and lottering winnings
  • Mortgage interest: Need form 1098
  • Sale of home closing documents
  • Second mortgage or second home mortgage interest
  • Real estate taxes paid
  • Moving expenses (if for a new job at least 50 miles from old home)
  • Interest & Dividend Income (Forms 1099)
  • Proceeds from Broker statements (Stock Sales)
  • Student Loan Interest
  • Gifts to charities, both non-cash and cash
  • Education Expenses
  • Job Hunting Expenses
  • Non-reimbursed expenses related to your job
  • Farm and/or business income and expenses

These are just a few, but will allow you to have an idea of some
of the questions we will ask and information you will need to
provide. We look forward to serving you this season.
We are booking appointments very quickly now, so call early
to reserve your time.

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