1. TAX PREPARATION CHECKLIST
The following is a checklist of items that you should look for and have
on hand when filing your tax return this year:
_____ W-2 from employers
_____ 1099’s of Miscellaneous Income
_____ 1099 for Interest earnings
_____ Mortgage Statement, Interest Paid, and Real Estate Taxes
_____ Statements from Stock or Mutual Fund Sales and Purchases
_____ IRA Statements, Contributions and Withdrawals
_____ 401(k) or Employer Sponsored Retirement Plan statements
_____ Tuition Payments
_____ Dependent Care Expenses
_____ Medical Expenses
_____ Charitable Contributions
_____ Employee Business Expenses
_____ Other
Louis A. Soriano CFP
308 W. Main Street Ste. 206
Smithtown, NY 11787
(631) 236-5842