Tax Preparation Schedule for 2013 Taxes
Board Room by Jerry Ronan
10:00AM to 12:00Noon
Date Day Name
. Monday .
. Monday .
See below for "Checklist" of documents and forms needed for meeting.
Checklist for 2013 Tax Preparation
A: Copy
of 2012 Tax Returns- Fed & State
B: Income W2
Forms Wages for work
1099 Int Interest paid
to you
1099 Div Dividends paid to you
1099 Div Dividends paid to you
Broker Statements for Stocks, Mutual Funds or Bonds
SSA 1099 Social Security
Form
1099R Pension Plan
Payments
C: Expenses 1098 Mortgage Interest Statement
Tax Bill Property Tax Pd in 2012
Tax Bill Autos, P/P Tax
Contributions List of who paid to
Prescription Drugs (Paid
by you)
Doctors and Dentists
(Paid by you)
Hospitals and Rehab
Centers
Lab Fees Paid
Long Term Care Fees
Eyewear or Glasses
Medical Equipment &
Supplies
Insurance Prem Medicare
Supp
Insurance Prem Medicare
D
D:
Deposits Estimated Taxes paid -
Federal
Estimated Taxes paid –
State
