
APEX TAX ADVISORS, LLC
APEX CAPITAL WEALTH MANAGEMENT
A Member of Advisory Services Network, LLC
2019 Tax Checklist

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

NEW
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Letter 6419: 2021 Advance Child Tax Credit
(Should have been received in December/January) -
Letter 6475: 3rd Economic Impact Payments
(Should be received late January)
Personal
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Last Years Tax Return
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Names, Birthdates, and Social Security Numbers of Household members
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Drivers License and Social Security Cards
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End of Year Pay Stub
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Proof Kids Live with You
Income
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Wages, W-2, 1099R
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Interest Income, 1099INT
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Dividend Income, 1099DIV
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Social Security, SSA-1099
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Pension, 1099R
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Business Income/Loss - See Below
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Stock & Mutual Fund Sales, 1099B
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Year End Investment Statements to Determine Cost Basis
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Year End 401K / 403B to Determine NUA Eligibility
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Sale on Purchase of Home - HUD1
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Unemployment, 1099G
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Gambling/Lottery Winnings, 1099G
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NJ Homestead Rebate + PTR (Senior Freeze)
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Miscellaneous Income, 1099MISC
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IRA or 401K Distributions, 1099R
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Rental Income - See Below
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Partnership, S Corp & Trust Income
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Stimulus Payment Received
Deductions
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Alimony Paid - Need SS# of Ex-Spouse
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Student Loan Interest, 1098E
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Penalty on Early Withdrawal from Savings
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IRA contributions
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Tuition & Fees Paid, 1098T
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Charity for Non-Itemized
Credits
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Childcare Credits – Need EIN or SS# of Provider along with Address
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Education Credits, 1098T
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Earned Income Credit
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Retirement Savings Contributions
Itemized Deductions
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State Tax Refund
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Medical, Dental, Eyecare
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Investment Expenses
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Long Term Care Premium
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Real Estate Taxes Paid
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State & Local Taxes Paid
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Mortgage Interest, 1098
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Charitable Contributions
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Gambling/Lottery Losses
Self Employed, Business Owners & Rental Property Owners
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Call to Review Your Individual Situation
for Additional Information Needed
Other
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Life Insurance Policy
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Long Term Care Policy
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Changes in Personal Information
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Federal Estimated Payments Paid
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State Estimated Payments Paid