Individual Tax Filers

• Any status changes that have impacted you or your family over the tax year, such as birth, death or divorce (including dates) as well as name change or changes in address or contact information
• W-2 forms (earnings/wages, gambling/lottery winnings)
• 1099 forms

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• 1099 investment brokerage reporting statements
• 1099-B sale of investments
• 1099-C cancellation of debt
• 1099-DA sales of digital assets
• 1099-DIV dividends from investments
• 1099-G unemployment collected (access form online)
• 1099-INT interest from investment and bank accounts
• 1099-K payment card and third-party transactions (eBay, Venmo)
• 1099-MISC miscellaneous income
• 1099-NEC non-employee compensation
• 1099-Q distributions from a 529 College Savings Plan
• 1099-R pension and IRA distributions
• 1099-S proceeds from real estate transactions
• 1099-SA distributions from a health savings, medical savings and Medicare accounts
• SSA-1099 Social Security benefits

• Federal and state Schedule K-1s from investments in partnerships, LLCs or S-corporations
• Form 1098 mortgage interest statement for all primary, secondary and home equity loans
• Real estate taxes paid (if paid through mortgage, amount generally appears on Form 1098)
• Settlement statement/HUD 1 for any property refinanced, bought or sold during tax year
• Form 1098-E student loan interest paid
• Form 1098-T tuition paid for qualified higher education costs for taxpayer and dependents
• Year-end statement showing contributions to 529 College Savings Plan
• NJ residents only, year-end statements showing contributions to college savings accounts, principal and interest paid on student loans and/or tuition costs to attend NJ institution of higher education
• NYS residents only, copy of driver’s license
• Childcare expenses, including amounts paid and name, address and tax ID number of daycare provider(s)/summer camp(s)
• Total amounts for cash and non-cash charitable donations (IRS requires documentation to support your deduction)
• Medical expenses

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• Doctors and dentists
• Prescriptions
• Eyeglasses and contact lenses
• Hospital and lab fees
• Long-term care insurance premiums
• Supplemental medical insurance premiums
• Co-payments and deductibles
• HSA and FSA contributions
• Medical supplies and medical travel

• Amounts and dates of all quarterly federal/state/city 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 for purchase of electric vehicles and charging stations

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New Clients

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• Copies of prior year federal and state income tax returns
• Full names, Social Security numbers, dates of birth and occupations for taxpayer and all family members claimed as dependents

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Rental Property Owners

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• For each property, total gross rental income and rental expenses by category, including but not limited to:
  • Advertising
  • Commissions/management fees
  • Insurance
  • Mortgage interest
  • Real estate taxes
  • Repairs and maintenance/major renovations
  • Permits
  • Service contracts
  • Supplies
  • Utilities
• Settlement statement/HUD 1 for any property refinanced, bought or sold
• Statement of any cost segregation or any 1031 exchanges
• Costs of any mason improvements made to rental property

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Business Owners and Self-Employed

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• Total gross earnings
• Documentation for purchase of any new assets
• Business expenses analyzed by category, including but not limited to:
  • Advertising
  • Business gifts
  • Commissions/fees
  • Computer/internet
  • Continuing education
  • Contract labor/W-2 forms
  • Dues/subscriptions
  • Health insurance premiums
  • Insurance costs (other)
  • Licenses
  • Loan statements/payments
  • Materials and supplies
  • Meals and entertainment
  • Business mileage
  • Office supplies
  • Postage/delivery
  • Professional fees (accounting, legal, etc.)
  • Rent
  • Repairs and maintenance
  • Taxes paid, federal and state(s)
  • Telephone/cell phone expenses
  • Travel
  • Utilities

Please inform us if you work from a dedicated home office

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How to Submit Your Paperwork

• Please compile and submit all information at one time as a complete package
• Include both your phone number and email address
• Mail your package via USPS, FedEx, UPS or other mailing or courier service or hand-deliver to our office
• All electronically submitted documents must be in PDF, Word or Excel format
• Email to info@slnjcpa.com
• Upload to our secure client portal at www.slissnercpa.com
• Please note, we do not accept third-party apps or emails
• No appointment needed but if you prefer to meet, either in-person or by phone, please call to schedule and send your tax information at least two weeks prior to your meeting
• Call with any questions: (973) 917-4080