Each year we provide access to an organizer that helps you gather information to prepare your return. This is an awesome tool that gives you guidelines to gather what you will need. 

We are continuing to provide a secure portal for those who would like to have one. This secure portal allows you to get information from us and upload tax documents for us to prepare your return. 

We have 3 ways for you to get an Organizer:

• Paper Organizer via Mail
• Paper Organizer via Portal
• Electronic Organizer 

To request you Organizer today Click Here. Please include your name,address or email address and indicate how you prefer to receive your Organizer. If you send us a request without this information we will have to call and confirm who you are so we send your Organizer to the correct person.

Below we have provided a list of the documents that may be needed for us to prepare your tax return.

 TYPES OF INCOME & TAX REPORTING FORMS:

• Wages: All W-2s
• 1095-A, 1095-B, 1095-C
• Exemption Certificate Number (ACA)
• Copy of your Insurance card(s)
• Income from Rentals: All 1099-MISC
• Pensions/Retirements: 1099-R 
• Business Income: All 1099-MISC & 1099-K
• Social Security: SSA-1099 
• Farm Income
• Bank Interest: 1099-INT 
• Alimony Received: Total amount
• Dividends: 1099-DIV 
• Unemployment: 1099-G
• Commissions: 1099-MISC 
• State Tax Refund: 1099-G
• Tips and Gratuities 
• Miscellaneous: Jury Duty, Gambling, Other
• Sales of Stock, Mutual Funds: 1099-B 
• K-1 forms from Partnership, S-Corporation, or Trust

BUSINESS INCOME & EXPENSE ITEMS: If you don't see an expense listed below, please ask.

• Total (Gross) Income
• Advertising
• Asset Purchases
• Auto: Parking &Tolls
• Bank/Credit Card Fees
• Business Phone Expense
• Business Vehicle:

Auto

Date Placed in Service

Business Miles

Total Miles

• Cell Phone Expense
• Cleaning/Maintenance
• Commissions Paid
• Contractors/Subcontractors
• Dues & Publications
• Education Expense
• Equipment/Supplies
• General Office Expense
• Hotel/Travel Expense
• Insurance
• Interest Paid
• Legal or Professional Fees
• License Fees/Taxes Paid
• Meals/Entertainment
• Postage
• Rent/Lease Fees Paid
• Repairs
• Tools
• Utilities

  ADDITIONAL ITEMS FOR RENTAL PROPERTIES:

• Days Rented 
• Room Rentals (in home)
• Vacation Rental
• Condo/PUD Association Fees
• Mileage/Travel
• Keys/Other
• Gardening/Yard Work 
• Mortgage Interest 
• Property Tax
• Management Fees 
• Termite Treatment
• Utilities

DEDUCTIONS/CREDITS TO INCOME:

• Adoption Expense 
• Medical Savings Account (5498-SA/1099-SA)
• Alimony Paid* 
• Moving Expenses
• Child Care Credits 
• Penalty on Early Savings Withdrawal
• Provider Name, EIN, Amount Paid
• Retirement Saver's Credit
• Education Credits ** 
• Self-employed Health Insurance
• IRAs/Keogh/SEPs (Form 5498)
• Teacher Expenses

 * Total Alimony Paid: Must have name and Social Security number of recipient, and amount paid.

 ** American Opportunity/Lifetime Learning/Student Loan Interest/Education Expenses

ESTIMATED TAXES PAID:

Date of payment and amount paid for each Federal and State quarterly tax estimate.

ITEMIZED DEDUCTIONS:

MEDICAL - PLEASE PROVIDE TOTALS FOR EACH ITEM LISTED BELOW

• Medical & Dental Bills
• Lab Fees
• Prescriptions
• Medical Miles
• Glasses/Contact Lenses or Hearing Aids
• Out-of-pocket Expenses
• Medical Insurance Premiums
• Medical
• Dental
• Long-term Care

TAXES & INTEREST

 (This will be on previous year's return)

• City/Local Tax
• Mortgage Interest
• Sales Tax
• Mortgage Insurance Premiums
• Real Estate Tax
• Investment Interest
• Personal Property Tax (Vehicle License Fee)

CHARITABLE CONTRIBUTIONS

PLEASE PROVIDE RECEIPTS FOR EACH ITEM LISTED BELOW: 

• Cash Contributions *
• Out-of-pocket Volunteer Expenses
• Non-Cash Contributions **
• Charitable Miles
• IRA RMD Charitable Distribution
• Other

 * Documentation required.

 ** Donation dates, list of items donated with Fair Market Value for each non-cash donation to a Charitable Organizations are needed.

 ADDITIONAL TAX DOCUMENTS NEEDED:

• Completed Organizer
• ACA Questionaire
• Signed Engagement and Privacy Policy Letter
• Year-End Broker Statements
• Notices Received from IRS or Arizona
• HUD Statement (for each home purchase or refinance)

We hope you have found this information useful and as always if you have questions please do not hesitate to give our office a call!

Cheryl Wilson, EA, CFP®
CD Tax & Financial LLC

480-354-1040 Phone

480-354-1041 Fax

Cheryl@cdtax.com