Please
note: Attached is a list of documents that you will need
to gather regardless of the meeting option selected. In
addition, this list will assist you in gathering documents
in order to complete your tax organizer, provided you have
chosen to complete one.
All
W-2’s, W-2G’s
All 1099’s for interest, dividends, pension, IRA
distributions/rollovers, state tax refunds, miscellaneous
income, rental or royalty income, social security
All investment or broker issued tax documents (1099-B).
Also provide your 12/31/03 brokerage statements with detail
of account activity and, if you have a fixed income (bond)
portfolio, please provide transaction confirmations. These
statements are important in performing a balance review
and margin analysis.
Assets purchased and expenses incurred for business or
rental
K-1’s
from partnerships, S-Corporations or Trusts
Medical expenses
Real estate tax statements for residence and other properties
Auto
license fees and other personal property taxes
All 1098’s or other statements for mortgage/home
equity interest
Closing statement for new mortgage or refinancing or sale
of home
Employee/job expenses not reimbursed
Investment fees and expenses
Other documents verifying deductions, such as student
loan interest or tuition
Charitable
receipts and listing of donated items and associated values.
Please note that you will need a statement from the charitable
organization for contributions over $250.00.
