Performance Tax Check List

Each taxpayer’s situation is unique, and it is impossible to list all the items one must bring in for a tax appointment for every type of tax situation.  When in doubt, bring the item in question to your tax appointment. The following is a good general list of the items to bring in with you for your scheduled tax appointment:

Prior Year Tax Return Copies.

If you are a new client, please bring copies of your last years federal and state income tax returns.  Performance Group will review them, and we may be able to amend any mistakes/omissions.

Personal & Dependent Information

  • Social Security or ITIN Numbers with date of births for anyone who’ll be on your tax return
  • Childcare payment records with licensed provider’s ID number(s)

Income Statements

  • Bring any & all W-2, 1098, 1099 & schedule K-1 forms
  • Purchase date & total investment for any stocks or property sold
  • List of investment related expenses
  • Education scholarships or fellowships

Itemized Deductions

If you are planning on itemizing your deductions (Schedule A) please compose a spreadsheet/list summarizing them.  Itemized deductions include:

  • Mortgage interest, real estate & personal property tax records
  • Casualty & theft losses
  • Amounts of state & local income tax paid in prior years
  • Records of cash donations to religious institutions, schools & other charities
  • Records on non-cash charitable donations
  • Job search/moving expenses

Retirement & Education

  • Records of any contributions to IRAs, HSAs & other retirement plans
  • Records of tuition and other higher education expenses (books, computers, etc)

Health Care 

  • Form 1095-A if you received health insurance from an Exchange (State or Federal)
  • Marketplace exemption certificate if you applied for and received an exemption from the Exchange

Stocks & Mutual Funds

If you sold stocks or mutual funds, please provide a spreadsheet/list showing:

  • The date(s) you purchased each item(s) sold
  • Total purchase price of each item sold.  Do not assume your cost information is provided on Form 1099.

Self-Employment or Rental Property

  • Please prepare a simple 1 page income statement which summarizes your:
  • Gross self employment income for the tax year and your applicable expenses categorized and summarized by the type of expense (i.e. advertising, equipment, supplies, etc)
  • Gross rental income you received during the tax year
  • Your applicable expenses categorized and summarized by the type of expense (i.e. advertising, mortgage interest, real estate taxes, repairs, maintenance, condo fees, etc).
  • Rental start date and original cost base for all properties
  • Business Use of Home

Finally, please bring any other official tax documents you received not mentioned above. When in doubt, bring it! 

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