ࡱ> bda 8bjbjnn >_g_gx ( <<<<<4ppphd<4ptYpppppXXXXXXX$F]_X9<X<<pp4.YR<p<pXXj7RoWp) XS2XDY0tY%TJ`NL`doW`<oWLXXLtY` X : New clients only, provide the following: copies of prior year federal and state income tax returns; and full names, social security numbers and dates of birth for all family members claimed as dependents. All W-2 forms. All applicable 1099 forms including, but not limited to, the following: 1099 reporting statements for all investment brokerage accounts; 1099-C for the cancellation of any debt; 1099-G if unemployment was collected (form must be accessed online); 1099-INT for all bank accounts with interest earnings; 1099-MISC for any miscellaneous income; 1099-NEC for non-employee compensation; 1099-R for all pension/IRA distributions; SSA-1099 for social security benefits received; and Form W-2G for any gambling/lottery winnings (gambling losses apply only up to the extent of reportable winnings). Any relevant Schedule K-1s from investments in partnerships, LLCs, or S-Corporations. Business owners and those who are self-employed, provide total gross earnings and a detailed list of all business expenses analyzed by category, including, but not limited to: advertising business gifts commissions/fees computer/internet continuing education contract labor/W2 forms dues/subscriptions insurance licenses materials and supplies meals and entertainment mileage office supplies Paycheck Protection Program loan monies postage/delivery professional fees rent repairs and maintenance taxes telephone/cell phone expenses travel utilities Rental property owners, provide total gross rental income, rental expenses (property taxes, insurance, mortgage interest, utilities, repairs/maintenance, supplies, advertising, service contracts, permits, commissions/management fees, etc.) and settlement statement(s) for any property(ies) bought or sold. Form(s) 1098 Mortgage Interest Statement(s) for all primary, secondary, and home equity loans. Real estate taxes paid (if property taxes are paid through mortgage escrow, this amount should appear on Form 1098). Settlement statement/HUD 1 for any property refinanced, sold, or purchased during the tax year. Form 1098-T showing tuition paid for qualified higher education costs for taxpayer and any dependents (if not received, contact college/university). Form 1099-Q listing the amount of any distributions from a 529 College Savings Plan. Form 1098-E showing the amount of student loan interest paid. New York State residents only, year-end statement showing amount of 529 College Savings Plan contributions. Childcare expenses, including payment amounts and name, address, and tax identification number of daycare provider(s). Total amounts for cash and non-cash charitable donations (IRS requires proper documentation to verify). Medical expenses, including dental, eyecare, prescriptions, hospital, lab fees, long-term care insurance premiums, supplemental medical insurance premiums, co-payments, HSA contributions, medical supplies, medical travel, etc. Amounts and dates of any/all quarterly federal and/or state estimated tax payments. Total amount for IRA and/or SEP contributions made or to be made by tax deadline. Expenses for energy efficient improvements made to your primary residence.     DOCUMENTATION NEEDED FOR YOUR TAX PREPARATION [Type here] [Type here] [Type here] Steven Lissner & Company Phone: 973-917-4080 CERTIFIED PUBLIC ACCOUNTANTS Fax: 973-917-4079 333 Route 46 West, Suite 206 Email: info@slnjcpa.com Mountain Lakes, NJ 07046 Website: slissnercpa.com Steven Lissner & Company Phone: 973-917-4080 CERTIFIED PUBLIC'()*+-.04\chi  % & ' ( J U h i o ¤•†zkhthng'CJOJQJaJh.9CJOJQJaJhth6%CJOJQJaJhthr}iCJOJQJaJhth">CJOJQJaJhthCJOJQJaJhth)CJOJQJaJhth#CJOJQJaJhth CJOJQJaJhth#>*CJOJQJaJ')*i' ( i  6 ^ / & F ^gd.9 & F ^gd3w & F L]L^gd3wh^hgdVygdVy & F^gdby & F`gd h^hgd  & Fgd#   5 6 ; < = F G ] ^ _ e f j m  , - ӵӦĦ⦦hth.9CJOJQJaJh6%CJOJQJaJh.9CJOJQJaJhth6%CJOJQJaJhthNCJOJQJaJhth">CJOJQJaJhth)CJOJQJaJhthng'CJOJQJaJhthCL$CJOJQJaJ2- . / 0 = I L _ ` m r     ! " # ' . 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