Tax Appointment Worksheet

You can use the Tax Appointment Worksheet to assist you in compiling the necessary data for both new and returning clients for the 2023 tax year. The worksheet has been improved to account for the modifications to the tax code.

	Event	Documents or Information Needed
1	Married, divorced, or separated	Married- Prior year return of both spouses Divorced- Finalized date; copy of the divorce decree Separated- Copy of the separate maintenance agreement Community property income allocation
2	Children- Birth or adoption	Social Security cards and adoption papers
	Adoption Credit	Expense date and amount of adoption, special needs certification
	Child tax credit, EIC, HH	Proof child lives in household, child’s name on document
3	Death of child or Spouse	Date of death
4	Additional Members of household	Date of occupancy and relationship
5	Job change	Start date Name of new employer Form W-2 from new and old employers
6	Unemployment	Unemployment form
7	Retirement Contribution	Type of plan Amount of contribution
8	Retirement Distributions	Form 1099- R; rollovers, Roth Conversions, inheritance RMD information if age 72 or older Direct transfer to charity? Yes Amt: Brokerage statement showing transfer
9	Social Security benefits	Form 1099- SA
10	Sale of stocks, bonds, etc. (including mergers)	Form 1099- B or other sale documents; basis or original costs
11	Purchase of stocks, bonds, etc.., personal residence, or other real estate	Purchase documents; closing papers
12	Inheritance	Will, K-1 from the estate, Basis information
	Gifts made	Cash or property in excess of $16,000 per person Description of property given, basis, donee name
	Gifts received	Property- Basis of donor
13	Trade of real property	Date of trade, property given up and property received, basis, and FMV; qualified intermediary sales agreements or closing papers
13	Personal Auto used for business that was traded in (example: auto)	Date of trade, value received for trade. Cost basis of property given up
14	Start or end a small business (Schedule C, LLC, S or C Corporation, partnership)	Formation or termination dates Property contributions or distributions K-1s, if applicable
14	Business income/ expenses	1099-ks received for credit card or PayPal type payments Inventory numbers if applicable
15	Lawsuit settlements	Date received; reason for the settlement; 1099-MISC
16	Rental Property	Income; expenses; new property purchased
17	Prizes	Form 1099- MISC; value of prizes not included on Form 1099- MISC.
18	Lottery or gambling winnings	Total amount won whether on W-2G or not; total amount of losses
19	Health insurance, medical, dental, or drug expenses	Health insurance premiums; post-taxed payments; totals or other medical, dental, and drug expenses. If the health insurance is pre-taxed premiums have already been deducted from the wage. Health savings account (HSA) information.
	Medical miles (18 cents per mile) January- June (22 cents per mile) July- December	Total medical miles driven during the year January- June July- December
	Market place health insurance coverage verification	Form 1095 A, B, or C must be received from the marketplace, the insurance carrier, or your employer for every person included on the tax return.
20	State taxes income, property taxes paid, sales tax paid on vehicles, motorcycles, or homes	Prior year’s income tax return; property tax bills; closing papers from the purchase or sale of property; letter from the state regarding any change in a prior filed return.
21	Home mortgage interest	Forms 1098; Description of use of money, home equity interest no longer allowed
22	First time homebuyer	Distribution from IRA? Amount:
22	Recapture/ Repayment 2008 credit	Sale or change in use; record of amount repaid
23	Charitable contributions of money, property, or out- of- pocket expenses	Date and type of contributions, knowledge that receipts from the organizations have been received; statement regarding whether goods and service were received for donation; mileage log for charitable work.
	Charitable miles (14 cents per mile)	Total charitable miles driven
	Transfers from IRA to charity for taxpayers over age 70.5	Brokerage statement showing transfer 1099-R
24	Job- related expenses for employees	No longer deductible
24	Business miles (58.5 cents per mile) January- June (62.5 cents per mile) July- December No longer allowable for employees; only for businesses and rentals	Total miles driven per vehicle January- June _____________ July- December ____________ Business miles driven per vehicle January- June _____________ July- December ____________
25	Educational Expenses	Form 1098-T for parents or children if the child is a student, the form will come to the child. Actual expense record to verify expenses for credit/ deduction purpose Financial transcript from school needed to show when actual expenses were paid. Form 1099Q- Distribution from 529 plans.
25	Student loan interest	Interest record for student loans; Form 1098-E
26	Child or disabled spouse care	The name, address, and ID number of the day care provider; the amount paid to the provider comes into your home, a W-2 may be required.
27	Energy credit	Information regarding the purchase of qualified energy property for residential and commercial use.
28	Bankruptcy filing	Date filed Bankruptcy papers- property rejected/ returned by court
29	Debt forgiveness or abandonment of property	Form 1099-A for abandonment Date property was taken by the bank or sold in foreclosure
30	IRS or state communications	Letters, additional taxes paid, changes in prior year returns, installment agreements, or offers in compromise.
31	Foreign Investments or holdings	Any foreign accounts? Total exceed $10,000 at any time during the year? Foreign business interests or stock of $50,000 or more? Signature authority over foreign accounts?
32	Virtual currency (Cryptocurrency)	Buy, sell, receive, exchange, or dispose of? Back up documents