Last Years Tax Return

Names, Birthdates, and Social Security Numbers of Household members

Drivers License and Social Security Cards

End of Year Pay Stub

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

Alimony Paid - Need SS# of Ex-Spouse

Student Loan Interest, 1098E

Penalty on Early Withdrawl from Savings

IRA contributions

Tution & Fees Paid, 1098T

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

Education Credits, 1098T

Earned Income Credit

Retirement Savings Contributions

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

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