2022 - ERB FINANCIAL

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Tax Preparation Checklist 2022

View or Download Tax Preparation Checklist 2022 (PDF form)Tax Year

Tax Preparation Checklist – 2022 Tax Year

WE MAKE FILING LESS TAXING

  1. Copy of both sides of your Driver’s license or State ID. Joint filers need both IDs. (Not necessary if we already have your current and valid IDs on file.)
  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. Consolidated tax statements of investment income, sales, and purchases
  7. 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.
  8. Student Loan Interest paid
  9. Individual Retirement Account (IRA) contributions
  10. Education Expense Information (1098-T, and detail of expenses paid in – Call us.)
  11. Dependent Care expenses: Amount paid for each child; Providers Name, address, Federal ID number, and amount paid to each provider
  12. Record(s) of Estimated Tax Payments made (Federal and State), including dates paid
  13. If you Itemize: Property Taxes, Mortgage Interest, Charitable Contributions, Medical
  14. Expenses if over 7.5% of Adjusted Gross Income
  15. Property tax statements for primary residence even if not itemizing.
  16. Energy related expenses: New furnace, windows, doors, insulation, solar
  17. Major changes from last year. If new to Erb Financial, a copy of last year’s return
  18. Any other income, deductions, questions, or information you think might impact your tax return (Space for notes below).
  19. Current Phone number: Best time to call:                    ________________________
  20. 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:

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Visit us at ErbFinancial.com

 

Click Here:     Tax Preparation Checklist – 2022 Tax Year

 

 

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 advisory services through Excel Securities & Associates, Inc., 200 Canal Park Blvd, Rochester, NY 14623, 585-424-1234 • Excel Securities & Associates, Inc. and Erb Financial are separate entities; There is no common ownership between the two. Excel Securities & Associates, Inc. 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
  • Blog
  • Contact
    ▼
    • Contact Us
    • Driving Directions
  • broker