2023 - ERB FINANCIAL

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Tax Preparation Checklist 2021

View or Download the TAX PREPARATION CHECKLIST 2021 (PDF form)

Tax Preparation Checklist – 2021 Tax Year
(what you should bring in or send us)

1. Copy of both sides of your Driver’s license or State ID (unless we already have your current, valid ID on file. Joint filers need both IDs.)

2. Wage Statements (W-2) and 1099 Forms

3. Pension, IRA, or Annuity Statements (1099-R)

4. Social Security Income Statements (SSA-1099)

5. Interest & Dividend Income Statements (1099-INT & 1099-DIV)

6. Unemployment Income Statements. In NY State, get NY Form 1099-G online at https://www.tax.ny.gov/pit/file/1099g.htm or call 888-209-8124.

7. IRS Letter 6475 for Economic Impact Payments received

8. IRS Letter 6419 if you received advance Child Tax Credit payments

9. Charitable Donations paid by check/credit/debit card, even if not itemizing

10. Consolidated tax statements of investment income, sales, and purchases

11. Student Loan Interest paid

12. Education Expense Information (1098-T, and detail of expenses paid in – Call us.)

13. Individual Retirement Account (IRA) contributions

14. Dependent Care expenses: Amount paid for each child; Providers Name, address, Federal ID number, and amount paid to each provider

15. Record(s) of Estimated Tax Payments made (Federal and State), including dates paid

16. If you Itemize: Property Taxes, Mortgage Interest, Charitable Contributions, Medical Expenses if over 7.5% of Adjusted Gross Income

17. Energy related expenses: New furnace, windows, doors, insulation, solar

18. Major changes from last year. If new to Erb Financial, a copy of last year’s return

19. Any other income, deductions, questions, or information you think might impact your tax return (Space for notes below).

20. Current Phone number: ________________________ Best time to call: __________

21. E-mail: _______________________________________

We will call you to discuss your tax information before completing your returns.
At that time we can review your situation to make sure we have all of the
necessary information to properly complete your tax forms.

Notes:
____________________________________________________________________________
____________________________________________________________________________
Visit us at ErbFinancial.com

 

Filed Under: Forms & Worksheets, Tax Preparation Checklist, Tax Topics

Call: (585) 426-8190

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Copyright 2019 - ERB FINANCIAL is an independent contractor who offers Securities and Investment Advisory Services through Ashton Thomas Securities, LLC, member FINRA/SIPC, 200 Canal Park Blvd, Rochester, NY 14623, 585-424-1234 • Ashton Thomas Securities, LLC and Erb Financial are separate entities; There is no common ownership between the two. Ashton Thomas Securities, LLC is a Member of [FINRA] and [SIPC]
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  • Home
  • About
    ▼
    • Our Company
    • Our Team
  • Tax
    Services
  • Investment
    Services
  • Resources
    ▼
    • Helpful Links & Websites
    • Financial Calculators
    • Tax Topics
    • Tax Preparation Checklist
    • Newsletters
    • Forms & Worksheets
    • Women and Investing
  • Blog
  • Contact
    ▼
    • Contact Us
    • Driving Directions
  • broker