Randel&OkkenAssociates,P.C
Audit, Tax and Accounting Advisory
Services
15 Ames Boulevard Hamburg, NJ 07419
​
Appointment Checklist
Personal Data
-
Your Name, Address, Copy of your Social Security Card and Driver's License or Government ID
-
Spouse Name, Copy of your Social Security Card and Driver's License or Government ID
-
Name, Relationship, Copy of Social Security Cards and Birth Certificates of all dependents
-
Child care provider: Name, Address, and Tax I.D. or Social Security Number
-
Alimony paid: Social Security Number
-
NJ Residents -Veterans your DD-214 Honorable Discharge Papers for an additional state deduction.
-
Copy of last year income tax return
Employment & Income Data
-
W-2 forms for this year
-
Unemployment compensation: Forms 1099-G
-
Miscellaneous income including rent: Forms 1099-MISC
-
Partnership, S Corporation, & trust income: Schedules K-1
-
Pensions and annuities: Forms 1099-R
-
Social Security/RR1 benefits: Forms RRB-1099
-
Alimony received
-
Jury duty pay
-
Gambling and lottery winnings
-
Prizes and awards
-
Scholarships and fellowships
-
All other Monies earned or received in the form of cash or other exchange of property
-
State and local income tax refunds: Form 1099-G
-
Amount received from: IRS Advanced Child Credit
-
Stimulus - amounts of each stimulus payment received
Homeowner/Renter Data
-
Residential addresses for this year
-
Mortgage interest: Form 1098
-
Sale of your home or another real estate: Form 1099-S
-
The second mortgage interest paid
-
Real estate taxes paid postcard
-
NJ Block and Lot Number
-
Rent paid during the tax year
-
Moving expenses
Financial Assets
-
Interest income statements: Form 1099-INT & 1099-OID
-
Dividend income statements: Form 1099-DIV
-
Proceeds from broker transactions: Form 1099-B
-
Retirement plan distribution: Form 1099-R
Financial Liabilities
-
Auto loans and leases (account numbers and car value) if vehicle used for business
-
Student loan interest paid
-
Early withdrawal penalties on CDs and other time deposits
Expenses
-
Gifts to charity (qualified written statement from a charity for any single donations of $250 or more)
-
Unreimbursed expenses related to volunteer work
-
Unreimbursed expenses related to your job (travel expenses, uniforms, union dues, subscriptions)
-
Investment expenses
-
Job-hunting expenses
-
Job-related education expenses
-
Child care expenses
-
Medical Savings Accounts
-
Adoption expenses
-
Alimony paid
-
Tax return preparation expenses and fees
-
Out of Pocket medical premiums and expenses (co-pays, RX, dental, etc)
Self-employment Data
-
Business income: Forms 1099-MISC and/or own records ·
-
Partnership SE income: Schedules K-1 ·
-
Business-related expenses: Receipts, other documents & own records ·
-
Farm-related expenses: Receipts, other documents & own records ·
-
Employment taxes & other business taxes paid for the current year: Payment records
​
Miscellaneous Tax Documents
-
Federal, state & local estimated income tax paid for the current year: Estimated tax vouchers, canceled checks & other payment records
-
IRA, Keogh and other retirement plan contributions: If self-employed, identify as for self or employees
-
Records to document medical expenses
-
Records to document casualty or theft losses
-
Records for any other expenditures that may be deductible
-
Records for any other revenue or sales of property that may be taxable or reportable
​
Questions for your Income Taxes
-
I will need a copy of both Taxpayer and Spouses Drivers Licenses
-
I will need proof of the Dependent lives with you. (Medical Bill or School record with your address)
-
Have you ever been convicted of a crime?
-
Did all Dependents live with you for all 12 Months?
-
Are you or your spouse a Veteran? I will need your DD214
-
Did everyone on your return have health insurance all 12 months?
-
Are you or your spouse blind?
-
Are you or your spouse Disabled?
-
Are any of your Dependents Disabled?
-
Do you receive Social Security?
-
Do you have a foreign bank account?
-
Or business or Trust in a foreign country?
-
At any time during 2021 was it worth over $10,000?
-
Do you trade Virtual Currency? (Bitcoin etc.)
-
Do you buy anything and did not pay sales tax on it? Online, Out of State
-
Did you sell online or using PayPal, Etsy, eBay, etc.? How much?
-
Do you have a Brokerage Account with stock? I will need a brokerage statement.
-
Did a Credit Card or other Bill cancel your debt? I will need a 1099C.
-
Did anyone receive Unemployment, Disability, Family Leave? I will need the tax forms from them.
-
Did you receive interest from a bank, etc.? (Including sign-on bonus.) I will need a 1099 Int from them.
-
Any other income not stated above? Explain
-
Anyone on your return attends College? I will need the 1098T from the school
-
Did you pay rent? Total rent? The amounts you paid? # people, who shared rent?
-
Any medical expenses? How much?