TAX DOCUMENT CHECKLIST

Bring these 3 items to complete your tax document checklist:

STEP 1:

IDENTIFICATION

STEP 2:

INCOME SOURCES

STEP 3:

DEDUCTIONS

ITEM(S) 1: IDENTIFICATION

*PLEASE BRING THE FOLLOWING INFORMATION TO ALL TAX APPOINTMENTS*

 

 

PHOTO ID

This can be a state license or valid passport.

SOCUAL SECURITY NUMBER

Take note, we need them for you, your spouse, and any dependents you may be claiming.

BIRTH DATES

Take note, we need them for you, your spouse, and any dependents you may be claiming.

n

BANK ACCOUNT & ROUTING NUMBER

This is for direct deposit of any refund or direct withdrawal of any payments owed.

i

A COPY OF YOUR PREVIOUS YEAR'S TAX RETURN*

Bring this ONLY if you are a new client to Bloom!

ITEM(S) 2: Income sources

 *DID YOU RECEIVE INCOME FROM ANY OF THE FOLLOWING?

FOR INCOME TAX PREPARATION MEETINGS, PLEASE BRING ALL ITEMS THAT APPLY TO YOU*

EMPLOYMENT INCOME
  • W-2’s for income received as an employee
RETIREMENT INCOME
  • Form 1099-R for pension/IRA/annuity distributions (including Roth conversions)
  • Form SSA-1099 for Social Security Benefits
  • Form RRB-1099(-R) for independent retirement program contributions administered by the RRB (Railroad Retirement Board)
UNEMPLOYMENT INCOME
  • Form 1099-G for unemployment benefits (For this form you will have to go online to your nystax.gov account and download the pdf, they will NOT mail you a copy of this form)
SAVINGS, INVESTMENTS, & DIVIDENDS
  • Form 1099-INT for interest income from your bank
  • Form 1099-OID for Original Issue Discount income
  • Form 1099-DIV for dividend income & other distributions reported by financial institutions
  • Form 1099-B for proceeds from broker and barter exchange transactions
  • Dates of acquisition & records of your cost or basis in property you sold (if basis is not reported on 1099-B)
  • Form 1099 Composite for a consolidated list of the above forms
  • Expenses related to investments
  • Form 1099-SA for distributions made from a health savings account (HSA), Archer medical savings account (Archer MSA), or Medicare advantage medical savings account (MA MSA)
  • Form 1099-LTC for Long-term care benefits, including accelerated death benefits
  • Form 1099-S for proceeds from the sale or exchange of real estate
  • Form 1099-MISC for royalty income
SELF-EMPLOYED INCOME
  • Form 1099-K for income from a payment card or third-party network transactions
  • Form 1099-NEC for any non-employee compensation
  • Form 1099-MISC for any miscellaneous income received
  • Any other income not reported on forms 1099
  • Records of all expenses including check registers, credit card or bank statements, and receipts
  • Any business use asset information including the cost and date placed in service
  • Home Office information including the square footage of your office and your house
OTHER SOURCES OF INCOME
  • Form 1098-T for scholarship/fellowship awards
  • Form W-2G for gambling winnings/losses
  • Form K-1 for interest in a partnership, S-corporation, or as a beneficiary on an estate or trust
  • Income/Loss from real estate property if not reported on Form 1099-S
  • Alimony paid/received
  • Jury Duty records
  • 1099-C for cancelation of debt

ITEM(S) 3: DEDUCTIONS

*FOR INCOME TAX PREPARATION MEETINGS, PLEASE BRING ALL ITEMS THAT APPLY TO YOU.*

HOMEOWNERS
  • Form 1098 for mortgage interest paid
  • Real estate property tax receipts
  • Receipts for any energy-saving home improvements (ex. Solar Panels, Solar water heater)
EDUCATIONAL EXPENSES
  • Form 1098-T for educational tuition costs
  • Receipts for any qualified educational expenses
  • Form 1098-E for any student loan interest paid
RETIREMENT & OTHER SAVINGS
  • Form 5498-SA for any HSA contributions
  • Form 5498 for any IRA contributions
  • Form 5498-ESA for any Coverdell ESA contributions
CHARITABLE DONATIONS
  • Any receipts for donations to any qualified charitable organization
  • Records of non-cash charitable donations
  • Records of miles driven for charitable purposes
MEDICAL EXPENSES
  • Any amounts paid for healthcare, insurance, and to doctors, dentists, and hospitals
  • Records of miles driven for medical purposes
CHILDCARE EXPENSES
  • Fees paid to a licensed daycare center for care of an infant or preschooler
  • Expenses paid through a dependent care flexible spending account at work
HEALTH INSURANCE
  • Form 1095-A if you’re enrolled in an insurance plan through the Marketplace or Exchange
  • Form 1095-B if you’re covered by minimum essential health coverage
  • Form 1095-C if you’re enrolled in an employer-provided health insurance plan
TEACHER'S (K-12)
  • Any receipts for classroom expenses
OTHER
  • Form 1040-ES for any estimated tax payments you made
  • Any invoices showing vehicle sales tax paid or personal property tax on vehicles

What other ways can Bloom help me?

Bloom is a part of S.E.E.D. Planning Group, a fee-only financial planning, and investment fiduciary. Together our teams can coordinate your taxes with your overall financial plan and investments.

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