Useful Information
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Important Tax Deadlines

Individual Income Tax Checklist

Blank Tax Organizer

Financial / Investment Planning Questionnaire

IMPORTANT TAX DEADLINES

In an effort to file your individual income tax returns in a timely manner, please have your tax information in to our office no later than April 1, 2012. After that date, we will do our best to meet the April 15th deadline, but cannot guarantee your return will be completed on time. We will notify you if an extension is required to be filed.

Also, before we can file your individual income tax returns electronically, we will need the following:
• Signed Form 8879 – IRS e-file Signature Authorization
• Payment of our invoice for tax preparation

Tax return filing due dates:
C Corporation income tax returns – March 15, 2012
S Corporation income tax returns – April 15, 2012
Individual income tax returns – April 15, 2012
Partnership income tax returns – April 15, 2012

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• W-2’s for wages earned
• 1099’s for interest, dividend and capital gain income
• Interest received from municipal bonds
• State Refunds
• K-1 forms for partnerships, s-corporations, estates and trusts
• 1099R forms for distributions from retirement plans
• For sale of stock during the year:

> Purchase date, cost basis or cost including commissions > Sale date, Proceeds – sale price

• Total year contributions to IRA accounts
• Year-end brokerage statements
• Unemployment compensation
• Year-end Social Security Statements SSA-1099
• Educational expenses paid 1098-T (Year of student: fresh, soph, JR, SR)
• Interest paid to student loans for education
• Child care expenses paid including provider name, address, and identification number
• Total amount of Medical expenses paid out-of-pocket (including health insurance & prescription drugs)
• Long-term care insurance premiums paid
• Real estate taxes
• Total mortgage interest paid - Year-end mortgage statements
• Charitable donations – church etc. (cash/non-cash)
• Personal property tax (car tax) bills paid during the year
• Federal/State estimated tax payments made during the year
• Sales tax paid on purchase of car during the year
• Settlement statement from house purchase or refinance during year (HUD Statement)
• Dependents full name, social security # and date of birth only if a new dependent was added
• Energy credit (Receipt of purchase)
• Bank name, account number and routing number for direct deposit of refunds if changed from previous year.