
PVT Tax Services
Individual Tax Preparation Checklist
Personal Information:
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Social Security Numbers (including spouses and dependents)
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Date of Birth (including spouses and dependents)
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Last year’s tax return (**new clients only**)
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Photocopy of Driver’s License (front and back)
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Stimulus/Economic Impact Payments
Tax Documents:
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W-2 forms for the filing year
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1099-NEC (formerly 1099-Misc. If you were a self-employed or contract worker and made more than $600, you should receive a 1099 from the payer.)
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1099-G – Unemployment Compensation
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1099-Int – Interest Income Statements
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1099-Div – Dividend Income Statements
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1099-B – Gross Proceeds from Sale of Stock (We will need the cost basis for the shares sold and when they were purchased.)
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1099-R – Pensions and Annuity Disbursements (If you withdrew from an IRA, pension, or life insurance contract, you would receive this form.)
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Social Security / RRI Benefits
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Form 1098 – Student Loan Interest Paid
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Form 1098 – Education Expenses from a Qualified Institutions
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Form 1098 – Mortgage Interest & Real Estate Taxes Paid
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1099-S – Sale of Real Estate (If you sold real estate, we would need the cost basis (purchase price plus improvements and commissions.)
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1099-G – Gambling or Lottery Winnings
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1099 – Cancellation of Debt
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K-1 – Income from Partnerships, S Corporations, & Trusts
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Jury Duty Pay
Category of Expenses:
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Self-Employed Business Expenses – Please categorize and total these expenses prior to your appointment.
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Child Care Provider – Name, address, Tax ID #. If you are paying an individual, also provide their SS#.
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Alimony – If you paid or received alimony, the amount needs to be reported as well as the SS# of the payer or recipient.
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IRA, SEP, or Keogh – Did you make a contribution for this tax year and for how much?
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Moving Expenses – (more than 50 miles for work) Provide dates of move and new address.
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Charitable Expenses
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Medical Expenses – If more than 7.5% of your adjusted gross income.
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Estimated tax payment made for the year.
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Adoption Expenses
PARKVIEW TERRACE ACCOUNTING
PARKVIEW TERRACE TAX
Tel: 718-439-4283
Fax: 718-439-4291
Email: Alice@pvttaxaccounting.com
Address: 6324 5th Ave
Brooklyn, NY. 11220
OFFICE HOURS
MONDAY- FRIDAY 10AM-6PM
TAX SEASON HOURS
MONDAY- SATURDAYS 10AM-6PM
NORTHERN LIGHTS BUILDING
MANAGEMENT SERVICES
Tel: 718-748-5959
Fax: 718-748-5549
Email: Christina@pvttaxaccounting.com
northernlightsbldgmgmt@gmail.com
Address: 8416 13th Ave
Brooklyn, NY 11228
OFFICE HOURS
MONDAY- FRIDAY 10AM-6PM
TAX SEASON HOURS
MONDAY- FRIDAY 10AM-6PM
SATURDAYS 10AM-2PM
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