[et_pb_section fb_built=”1″ admin_label=”Section” _builder_version=”4.16″ collapsed=”off” global_colors_info=”{}”][et_pb_row _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” collapsed=”off” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text disabled_on=”on|on|on” admin_label=”old text” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” disabled=”on” global_colors_info=”{}”]<\/p>\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n

Type of Event<\/strong><\/td>\n	\n What to bring to your appointment<\/strong><\/p>\n Please note: All clients should supply a copy of their State Issued Identification (Non- Driver’s or Driver’s License, both front and back).<\/p>\n<\/td>\n<\/tr>\n
Marriage<\/td>\n	Prior year return of both spouses<\/td>\n<\/tr>\n
Divorce<\/td>\n	Copy of the divorce decree<\/td>\n<\/tr>\n
Birth or Adoption<\/td>\n	Social Security cards and\/or adoption papers<\/td>\n<\/tr>\n
Death of Spouse or child<\/td>\n	Date of death<\/td>\n<\/tr>\n
Additional members of household<\/td>\n	Date of occupancy and relationship<\/td>\n<\/tr>\n
Job change<\/td>\n	Start date and name of new employer W-2s from new and old employers<\/td>\n<\/tr>\n
Unemployment<\/td>\n	Form 1099-G<\/a><\/td>\n<\/tr>\n
Retirement contribution<\/td>\n	Type of plan and amount<\/td>\n<\/tr>\n
Retirement distributions<\/td>\n	Form 1099-R<\/a><\/td>\n<\/tr>\n
Social Security benefits<\/td>\n	Form 1099-SSA<\/td>\n<\/tr>\n
Sale of stocks, bonds, etc.<\/td>\n	Form 1099-B<\/a> or other sale documents<\/td>\n<\/tr>\n
Purchase of stocks, bonds, personal residence, real estate<\/td>\n	Purchase documents; closing papers<\/td>\n<\/tr>\n
Inheritance<\/td>\n	Will; K-1 from the estate<\/td>\n<\/tr>\n
Rental Property<\/td>\n	Income, expenses, new property purchased<\/td>\n<\/tr>\n
Prizes<\/td>\n	Form 1099-MISC<\/a>; value of prizes not included on 1099-MISC<\/td>\n<\/tr>\n
Lottery or Gambling winnings<\/td>\n	Total amount won whether on W-2Gs or not; total amount of losses<\/td>\n<\/tr>\n
Health Insurance, medical, dental, or drug expenses<\/td>\n	Provide form 1095 A, B, or C. Health insurance premiums; if it is an employer-sponsored plan, know whether it is paid with pretax dollars; totals of other medical, dental, and drug expenses<\/td>\n<\/tr>\n
State income or property taxes paid<\/td>\n	Prior year\u2019s income tax return; property tax bills; closing papers from the purchase or sale of property; letter from the state regarding any change in a prior filed return<\/td>\n<\/tr>\n
Charitable contributions of money, property or out-of-pocket expenses<\/td>\n	Date and type of contributions, Knowledge that receipts from the organizations have been received; mileage log for charitable work<\/td>\n<\/tr>\n
Trade any property<\/td>\n	Date of trade, property given up and property received, basis and FMV; qualified intermediary sales agreement or closing papers<\/td>\n<\/tr>\n
Start or end a small business<\/td>\n	Formation or termination dates; Property contributions or distributions<\/td>\n<\/tr>\n
Lawsuit Settlements<\/td>\n	Date received; reason for the settlement; 1099-MISC<\/td>\n<\/tr>\n
Purchase or refinance a home<\/td>\n	Closing papers from purchase; Forms 1098<\/a><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n [\/et_pb_text][et_pb_text admin_label=”pdf” _builder_version=”4.16″ _module_preset=”default” custom_padding=”3px|||||” global_colors_info=”{}”]<\/p>\n Thank you for selecting Ed O\u2019Neill Ltd<\/a><\/strong> for all your tax needs.\u00a0 We appreciate your business.\u00a0 There are certain documents required, depending on your personal situation, to file your taxes.\u00a0 We are here to assist you in determining what forms and information are needed to successfully file your taxes.<\/p>\n In compliance with the continuous tax law changes, and in an effort to serve you better, all taxpayers (Personal and Corporate) must complete and submit the following along with your tax documents.\u00a0 To download the required documents, simply click on the highlighted hyperlink where applicable. If you would like to download this checklist as a PDF, Click Here<\/a><\/strong><\/span>.<\/p>\n \n A clear copy of the front and back of your driver’s license and your spouse\u2019s driver’s license, if applicable, (Required every year)<\/li>\n A copy of a voided check \u2013 For Direct Deposit (Required every year)<\/li>\n \u00a0Client Information Sheet<\/strong><\/a><\/li>\n \u00a0Letter of Engagement<\/strong><\/a><\/li>\n \u00a0Letter of Engagement\u2013Corporation<\/strong><\/a> (Only if you have a corporation and are filing with us)<\/li>\n Corporate Information Sheet<\/a><\/strong><\/li>\n<\/ul>\n Please use the Client Tax Preparation Check List below to assist you when submitting your tax documents.\u00a0 Please click here for sample documents.<\/strong><\/a><\/p>\n Personal <\/strong>tax documents to submit may include but not limited to the following: \u00a0<\/strong><\/p>\n \n Form W2 if you are employed for all tax payers<\/li>\n Social Security \/ RRB income<\/li>\n Estimated tax payments<\/li>\n Forms 1099 \u2013 All\/Any (e.g Interest, dividend income 1099-INT, 1099-OID, 1099-DIV, 1099-R<\/a><\/u><\/strong>, 1099SSA, 1099-B<\/a><\/u><\/strong>, 1099-MISC<\/a><\/u><\/strong>\u2026)<\/li>\n Forms 1099-G<\/a><\/u><\/strong>\u2013 Unemployment, state tax refund<\/li>\n Forms 1098<\/a><\/u><\/strong><\/li>\n Gambling income (W-2G<\/a><\/strong> or records showing income and\/or loss records)<\/li>\n Prizes and Awards<\/li>\n Trusts<\/li>\n Stock or Property Sale Income<\/li>\n Pension \/ IRA \/ Annuity Income<\/li>\n Retirement contribution plan and amount<\/li>\n Receipts for classroom expenses for educators in grades K-12<\/li>\n Traditional IRA basis (amounts you contributed to the IRA that were already taxed)<\/li>\n Health Savings Account and Long-term care reimbursements Forms 1099SA or 1099LTC)<\/li>\n Real Estate \/ Personal Property tax records<\/li>\n Purchase documents, closing documents of stocks, bonds, personal, home (including refinance) etc.<\/li>\n 1095A<\/a><\/strong>, 1095B<\/a><\/strong>, or 1095C<\/a><\/strong>.\u00a0 Health Insurance Medical dental or drug expense.\u00a0 Health Insurance premiums, if it is an employer-sponsored plan, know whether it is paid with pretax dollars; totals of other medical, dental and drug expenses.<\/li>\n Records of Rental Income and Expenses<\/li>\n Paid healthcare expenses, insurance, doctors, dentists, hospital<\/li>\n Energy saving home improvement receipts, such as Solar Panels, etc.<\/li>\n Childcare expenses such as fees paid to a licensed day care for an infant or toddler<\/li>\n Cash donation records to charitable organizations, houses of worship, schools, etc.<\/li>\n Records of non-cash charitable donations.<\/li>\n Copy Marriage Certificate and prior year return of both spouses<\/li>\n Record of alimony paid\/received with ex-spouse\u2019s name and SSN<\/li>\n Copy Divorce Decree<\/li>\n Death certificate<\/a><\/strong><\/li>\n Inheritance Will and K-1<\/a><\/strong> from estate<\/li>\n<\/ul>\n New child (birth or adopted)<\/strong><\/p>\n \n Date of birth<\/li>\n Social Security number<\/li>\n Copy of Birth certificate<\/a><\/strong> or adoption papers<\/li>\n<\/ul>\n Self Employed \/ Corporations (In addition to the above) To see the additional Corporate Checklist<\/a> click here<\/a>.\u00a0 \u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 <\/strong><\/p>\n \n Schedule K-1<\/a><\/strong> if you self employed<\/li>\n Expense records (Check registers, credit card statement and receipts)<\/li>\n Forms 1099 (1099-INT, 1099-OID, 1099-DIV etc\u2026)<\/li>\n Income records to verify amounts not report on 1099s<\/li>\n Business-use asset information (i.e., cost, date placed in service etc., for depreciation)<\/li>\n Record of estimated tax payment made (form 1040 ES)<\/li>\n Start of end of a small business, formation or termination dates; Property contributions or distributions.<\/li>\n<\/ul>\n [\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section]<\/p>\n","protected":false},"excerpt":{"rendered":" Type of Event What to bring to your appointment Please note: All clients should supply a copy of their State Issued Identification (Non- Driver’s or Driver’s License, both front and back). Marriage Prior year return of both spouses Divorce Copy of the divorce decree Birth or Adoption Social Security cards and\/or adoption papers Death of […]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_et_pb_use_builder":"on","_et_pb_old_content":"","_et_gb_content_width":"","footnotes":""},"aioseo_notices":[],"_links":{"self":[{"href":"http:\/\/edoneilltaxes.com\/wp-json\/wp\/v2\/pages\/56"}],"collection":[{"href":"http:\/\/edoneilltaxes.com\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"http:\/\/edoneilltaxes.com\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"http:\/\/edoneilltaxes.com\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"http:\/\/edoneilltaxes.com\/wp-json\/wp\/v2\/comments?post=56"}],"version-history":[{"count":1,"href":"http:\/\/edoneilltaxes.com\/wp-json\/wp\/v2\/pages\/56\/revisions"}],"predecessor-version":[{"id":923,"href":"http:\/\/edoneilltaxes.com\/wp-json\/wp\/v2\/pages\/56\/revisions\/923"}],"wp:attachment":[{"href":"http:\/\/edoneilltaxes.com\/wp-json\/wp\/v2\/media?parent=56"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}