Personal Tax Preparation Checklist

Thank you for choosing Imperato Tax Services, Inc. to prepare your Income Taxes.

If you are mailing, faxing, e-mailing, or coming in for an appointment here is a brief list of the documents you will need to provide in order for us to prepare your tax returns completely.

New Requirements for 2016 and forward:

Please be advised certain items may or may not apply to everyone.

Copies of all Social Security Cards and DOB's for individuals listed on the return
1095-A Health Insurance Marketplace Statement
1095-B Health Coverage
1095-C Employer-Provided Health Insurance Offer and Coverage
1099-Int Interest Bank Statements
1099-Div Dividend Statements
Form 1098 Mortgage Interest Statements
1099-SSA Social Security Statements
1099-B Year End Brokerage Statements / Proceeds from Sale of Stocks or Mutual Funds (if applicable, for any stock sales provide cost basis along with purchase dates)
1099-C Cancellation of Debt
W-2G Gambling Winnings
1098-E Student Loan Interest Statement
HUD-1 Closing Statements for sales or purchases of Real Estate
1099-G Unemployment Compensation Received Amounts (must be obtained online)
1099-G Prior Years State Tax Refund Amounts (must be obtained online)
1098-T Qualified Tuition Paid Statements (Bursars receipts required)
1099-R Retirement Plan Distribution Statements: Withdrawals, Rollovers or Loan Defaults
Form 8889 HSA Account Contribution or Distribution amounts
Form 1099-MISC Small Business / Self-Employed Individuals (Schedule C): Complete books and records
Daycare/Childcare Expenses and Amounts Paid (Statements/Receipts along with Name of provider, Address and Tax ID#)
Any other pertinent or applicable documentation

If you are a new client please include a copy of your previous year's tax return, along with your date of birth, occupation, day time, evening, and cell phone numbers.

Forward all these documents to the following address and put to the attention of your tax preparers name. We strongly suggest using an overnight service such as UPS or FedEx so that it may also be tracked.

Imperato Tax Services, Inc.
66-66 Grand Avenue
Maspeth, NY 11378

or e-mail your documents to the following address:

Imperato Tax Services, Inc. - Tax Preparation & Financial Services