2019 Tax Checklist



Set your tax preparation appointment and then review the information below to know the important items you will need to bring!


  • 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


  • 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 


  • 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


  • 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


  • 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


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