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Tax Corner
Required Documents for Income Tax Preparation

Please send the following documents if applicable by E-fax at 201-244-4518 prior to your appointment.
Bring Original Documents on your appointment date.




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I.Prior year tax returns (NEW clients only)
II. Income:
  •  Income W-2(s)
  • Gambling Winnings W-2G(s)
  • Interest Income 1099 Interest
  • Dividend Income 1099 Div
  • Sold Stocks – Please fill out the Schedule D
    (Click here to download Schedule D in Excel Format) and email to documents@taxcorner.us before your appointment. 1099 B
  • Retirement Distributions 1099 R
  • SS Benefit SSA-1099
  • Alimony Received
    • Unemployment Compensation/State Refunds 1099 – G
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III. Business (Self Employment Income from Schedule C)
  • 1099 Miscellaneous
  • List of Itemized Expenses (must be supported by receipts)

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IV. Rental Income
  • Rental Income
  • List of Rental Expenses (must be supported by receipts)
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V. Other business income from 1065 (LLC) or 1120S (Corportation)
  • K-1
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VI. Sold a house
  • HUD-1 (Closing Statement) at the time of purchase
  • HUD-1 (Closing Statement) at the time of sale
  • List of home improvement ***
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VII. IRA(s)
  • Traditional IRA (form 5498)
  • Roth IRA (form 5498)
  • 1099-SA (Health Savings Account)
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VIII. Moving Expenses(applies if a taxpayer moves to a new home because of a new principal work place, with a distance requirement of at least 50 miles)
  • List of expenses related to moving ***
  • Number of miles from old home to new workplace
  • Number of miles from old home to old workplace
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IX. Alimony paid
  • Recipient Name
  • Recipient Address
  • Recipient SS#
  • Exact Amount
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X. Education
  • 1099 E- Student loan interest
  • 1099 T- Tuition Fee
  • 1099 Q – payment from qualified education program

*** All must be supported with receipts
  • Itemized Deductions ***
  • List of Medical Expenses 
  • List of Dental Expenses
  • List of Prescription Drugs Expenses
  • Insurance premium (before tax deduction)
  • Property tax
  • Sales tax paid for car
  • Mortgage interest – 1098
  • HUD-1 or Closing Statement - for refinance
  • Charitable contribution – must present acknowledgement from the Charitable organization.
  • List of unreimbursed employee expenses – uniforms, duty shoes, small tools, seminars, union dues, job seeking, license, malpractice insurance, books, subscriptions, professional dues, etc.
  • Safety box deposit
  • Gambling losses – statement from Casino (applicable only for those who has gambling winnings)
  • Last paystub of the year showing information