Randall S. van Reken, EA, CFP, ATP

Tax Man LLC

Checklist for your Tax Appointment

Tax Man LLC

​​Reminder Checklist for the 2019 Tax Year

All Clients: 

  • Driver's License (or other State ID) information - State, Number, Date Issued, Expiration Date
  • Copy of a Check if you wish to have direct deposit of any refund
  • Social Security Number and date of birth for any children born in 2019
  • Day care providers’ names, taxpayer identification numbers, addresses, and amounts paid
  • W-2s from all employers and 1099-Rs from pensions, IRAs, 401(k)s, or annuities, including rollovers.
  • Alimony received or paid (including the social security number of the ex-spouse you paid) and the date of the divorce (yes, this is new).
  • 1099s for interest, dividends, unemployment, social security benefits, gambling winnings, student loan interest, state income tax refund, etc.
  • State income taxes you may have paid during 2019 (about any year) to another state
  • Property taxes that you pay directly (not paid by the mortgage company)
  • DMV payments for car registration
  • Sales contract if you bought a car in 2019
  • Interest paid on mortgages - Each mortgage will have a separate Form 1098 even if it’s with the same company for a second mortgage or a refi.
  • Closing statements if you bought, sold, refinanced, or borrowed on any real estate including any short sales, rentals, your own home or vacation home.
  • Statements for charitable donations and tithing
  • Business expenses grouped and totaled into categories if your are self-employed
  • Rental income and expenses for any rental property including any property manager's annual report
  • K-1s from partnerships, LLCs, or S corporations. If you haven’t received these yet (they often come in March, April or even the summer) schedule your appointment anyhow. We can do most of the return and then easily fill them in when they show up.
  • If you had stock sales, bond sales or redemptions, mutual fund sales (even switching funds in an account is a sale), or certificate of deposit redemptions you get a 1099-B showing only the sale/redemption side of the transaction. I need to also know the purchase side of the transaction including the date purchased and the amount you paid. Even if you lost money, we need to show the transaction or IRS will call it ALL profit.
  • 1098-T for tuition paid.  College tax credits cannot be taken without a 1098-T form.  Students often need to download this from the school website.  We'll also need a tuition account statement showing actual payments.
  • Estimated tax payments made (other than from W-2 withholding) - with dates and amounts. Don’t forget the January 2020 payment which applies to your 2019 return.


Corporate Clients:

  • Your profit and loss statement from Quicken, QuickBooks, Excel or other record keeping system you used
  • Equipment purchased in 2019
  • Year-end bank balance on 12-31-2019 according to YOU, not the bank (they won’t show uncleared checks)
  • Any interest earned on money market accounts and the account balance as of year-end
  • Copies of payroll statements/reports (I will already have these if I did them during the year) including:
    • Federal Forms 941 for all four quarters, Form 940, Form W-3
    • Employment Security Department reports for all four quarters (Employer's Contribution Report)
    • Modified Business Tax reports for all four quarters to Nevada Department of Taxation
  • Corporate, LLC and Partnership returns are due by March 15, 2017 (NOT April 15). If I haven’t heard from you as that date gets near I will try to file a six month extension to September 15 if I did a return in 2015.

Randall S. van Reken, EA, CFP, ATP