Tax Preparation Checklist – 2025 Tax Year
- Copy of both sides of your Driver’s license or State ID. Joint filers need both IDs.
- (Not necessary if we already have your unexpired IDs on file.)
- Wage Statements (W-2) and 1099 Forms
- Pension, IRA, or Annuity Statements (1099-R)
- Social Security Income Statements (SSA-1099)
- Interest & Dividend Income Statements (1099-INT & 1099-DIV)
- Consolidated tax statements of investment income, sales, and purchases
- Unemployment Income Statements. (NY State will maili them to you.)
- If you received Overtime Pay, provide your last paystub of 2025.
- Student Loan Interest paid
- Individual Retirement Account (IRA) contributions
- Education Expense Information (1098-T, and detail of expenses paid in – Call us.)
- Dependent Care expenses: Amount paid for each child; Providers Name, address, Federal ID number, and amount paid to each provider
- Record(s) of Estimated Tax Payments made (Federal and State), including dates paid
- If you Itemize: Property Taxes, Mortgage Interest, Charitable Contributions, Medical Expenses if over 7.5% of Adjusted Gross Income
- Energy related expenses: If your energy improvements include qualifying windows, doors, furnace, central air, or water heater, provide us with the Qualified Manufac-turer Identification Number for each window, door, or product.
- If you financed the purchase of a new car, call us or use (Ctrl+) 2025 Auto Loan Interest Deduction.
- Major changes from last year.
- Any other income, deductions, questions, or information you think might impact your tax return (Space for notes below and on back).
- Current Phone number: Best time to call:
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:
Link to Printable PDF: 2025TY Tax Preparation Checklist
IMPORTANT DISCLOSURES
ERB FINANCIAL offers Securities and Investment Advisory Services through Ashton Thomas Securities, LLC, member FINRA/SIPC,200 Canal View Blvd Rochester NY 14623 585-424-1234
Locally owned and operated since 1953
Broadridge Investor Communication Solutions, Inc. does not provide investment, tax, or legal advice. The information presented here is not specific to any individual’s personal circumstances.
To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances.
These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.
This communication is strictly intended for individuals residing in the state(s) of NY. No offers may be made or accepted from any resident outside the specific states referenced.
Prepared by Broadridge Advisor Solutions Copyright 2026.
