2019 Tax Checklist

THANK YOU

A team member will contact you to complete your appointment. Please review the information below to know the important items you will need to bring!

Personal

  • Last Years Tax Return

  • Names, Birthdates, and Social Security Numbers of Household members

  • Drivers License and Social Security Cards

  • End of Year Pay Stub

  • Proof Kids Live with You

Income

  • Wages, W-2, 1099R

  • Interest Income, 1099INT

  • Dividend Income, 1099DIV

  • Social Security, SSA-1099

  • Pension, 1099R

  • Business Income/Loss - See Below

  • Stock & Mutual Fund Sales, 1099B

  • Year End Investment Statements to Determine Cost Basis

  • Year End 401K / 403B to Determine NUA Eligibility

  • Sale on Purchase of Home - HUD1

  • Unemployment, 1099G

  • Gambling/Lottery Winnings, 1099G

  • NJ Homestead Rebate + PTR (Senior Freeze)

  • Miscellaneous Income, 1099MISC

  • IRA or 401K Distributions, 1099R

  • Rental Income - See Below

  • Partnership, S Corp & Trust Income

  • Stimulus Payment Received 

Deductions

  • Alimony Paid - Need SS# of Ex-Spouse

  • Student Loan Interest, 1098E

  • Penalty on Early Withdrawal from Savings

  • IRA contributions

  • Tuition & Fees Paid, 1098T

  • Charity for Non-Itemized

Credits

  • Childcare Credits – Need EIN or SS# of Provider along with Address

  • Education Credits, 1098T

  • Earned Income Credit

  • Retirement Savings Contributions

Itemized Deductions

  • State Tax Refund

  • Medical, Dental, Eyecare

  • Investment Expenses

  • Long Term Care Premium

  • Real Estate Taxes Paid

  • State & Local Taxes Paid

  • Mortgage Interest, 1098

  • Charitable Contributions

  • Gambling/Lottery Losses

Self Employed, Business Owners & Rental Property Owners​

  • Call to Review Your Individual Situation
    for Additional Information Needed

Other

  • Life Insurance Policy

  • Long Term Care Policy

  • Changes in Personal Information

  • Federal Estimated Payments Paid

  • State Estimated Payments Paid

Do you know how the new tax laws impact you?

We do. Call 856-778-0980 today!

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Apex Tax Advisors LLC.
Apex Capital Wealth Management,

A Member of Advisory Services Network, LLC

 

505 South Lenola Rd. Suite 110
Moorestown, NJ 08057

M-F: 9-5 | Evenings & Sat Appt Only

Extended Hours 9AM - 8PM February, March & April

Members: 

Advisory services are offered through Apex Capital Wealth Management, A Member of Advisory Services Network LLC. Tax and accounting services are offered through Apex Tax Advisors, LLC. Advisory Services Network, LLC and Apex Tax Advisors, LLC are separate and unrelated entities.

© 2021 Apex Tax Advisors, LLC​.

William Madara CFP®, ChFC®, EA 

John Miller CFP®, EA